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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,324 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TFS ADVISORY SERVICES3 years Filed as: TFS SECURITIES, INC. Service code 49 566A STATE HIGHWAY 35 · RED BANK, NJ 07701 | Other Services | $0 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,091 | $45,119-95.4% | $85,126-97.5% | $74,429-97.2% |
| Participation rate | 76.9% | 49.4%+27.6pp | 67.5%+9.4pp | 67.2%+9.7pp |
| Annual return | 6.67% | 26.28%-19.6pp | 66.63%-60.0pp | 1368.38%-1361.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $819 | $2,738-70.1% | $4,523-81.9% | $4,348-81.2% |
| Admin fee / account holder | $15 | $2,214-99.3% | $6,160-99.8% | $1,944-99.2% |