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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,393 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TFS ADVISORY SERVICES4 years Filed as: TFS SECURITIES, INC. Service code 49 566A STATE HIGHWAY 35 · RED BANK, NJ 07701 | Other Services | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,042 | $48,750-93.8% | $88,946-96.6% | $74,304-95.9% |
| Participation rate | 77.2% | 44.5%+32.8pp | 68.8%+8.4pp | 60.3%+16.9pp |
| Annual return | 14.82% | 25.91%-11.1pp | 57.82%-43.0pp | 29.43%-14.6pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $754 | $2,423-68.9% | $4,581-83.5% | $3,767-80.0% |
| Admin fee / account holder | $21 | $3,756-99.4% | $8,261-99.7% | $2,969-99.3% |