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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,362 |
CARSWELL INVESTMENTS, LLC5 years Service code 15 · EIN 90-0730195 | Recordkeeping | $12,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,168 | $29,548-38.5% | $56,411-67.8% | $77,643-76.6% |
| Participation rate | 26.4% | 32.7%-6.3pp | 52.5%-26.1pp | 70.6%-44.2pp |
| Annual return | 10.95% | 19.01%-8.1pp | 1701.33%-1690.4pp | 31.24%-20.3pp |
| Employer contribution / active EE | $236 | $568-58.4% | $1,039-77.2% | $2,726-91.3% |
| Participant deferral / active EE | $965 | $1,061-9.1% | $1,952-50.6% | $4,647-79.2% |
| Admin fee / account holder | $211 | $1,046-79.8% | $2,829-92.5% | $430-51.0% |