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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 46-3329328 | Recordkeeping | $5,782 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,350 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,949 | $44,794-62.2% | $90,324-81.2% | $77,775-78.2% |
| Participation rate | 5.2% | 66.6%-61.4pp | 73.3%-68.1pp | 73.2%-68.0pp |
| Annual return | 23.47% | 28.23%-4.8pp | 78.15%-54.7pp | 32.58%-9.1pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | $2,856-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $140 | $2,642-94.7% | $3,885-96.4% | $3,966-96.5% |
| Admin fee / account holder | $81 | $94-14.2% | $5,356-98.5% | $100-19.0% |