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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $27,405 |
ADP BROKER-DEALER2+ 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.
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).
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 | $10,621 | $37,044-71.3% | $71,796-85.2% | $57,658-81.6% |
| Participation rate | 15.6% | 61.1%-45.5pp | 69.1%-53.5pp | 70.2%-54.6pp |
| Annual return | 8.41% | 12.64%-4.2pp | 78.04%-69.6pp | 5.13%+3.3pp |
| Employer contribution / active EE | $171 | $720-76.3% | $1,924-91.1% | $1,974-91.3% |
| Participant deferral / active EE | $485 | $1,974-75.5% | $2,794-82.7% | $3,061-84.2% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |