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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $17,600 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $625 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,106 | $63,924-57.6% | $108,582-75.0% | $55,167-50.9% |
| Participation rate | 44.4% | 74.3%-30.0pp | 79.6%-35.2pp | 69.0%-24.6pp |
| Annual return | 11.19% | 15.31%-4.1pp | -51.70%+62.9pp | 169.23%-158.0pp |
| Employer contribution / active EE | $1,139 | $1,879-39.4% | $3,758-69.7% | $1,963-42.0% |
| Participant deferral / active EE | $2,162 | $3,067-29.5% | $4,311-49.8% | $3,054-29.2% |
| Admin fee / account holder | $7 | $618-98.9% | $7,645-99.9% | $504-98.6% |