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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
EQUITY SERVICES INC1 year Service code 49 825 NE MULTNOMAH · PORTLAND, OR 97232 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,177 | $89,739-77.5% | $149,718-86.5% | $62,293-67.6% |
| Participation rate | 30.5% | 85.1%-54.6pp | 87.1%-56.6pp | 69.5%-39.0pp |
| Annual return | 17.20% | 21.01%-3.8pp | 1501.70%-1484.5pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,149 | $4,797-55.2% | $6,568-67.3% | $3,169-32.2% |
| Admin fee / account holder | $9 | $551-98.4% | $11,283-99.9% | $479-98.1% |