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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,768 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TFS ADVISORY SERVICES2 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,487 | $41,078-96.4% | $80,569-98.2% | $71,457-97.9% |
| Participation rate | 81.3% | 50.2%+31.1pp | 67.0%+14.3pp | 67.9%+13.4pp |
| Annual return | 14.65% | 38.45%-23.8pp | 935.43%-920.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $752 | $2,699-72.1% | $4,447-83.1% | $4,289-82.5% |
| Admin fee / account holder | $13 | $1,840-99.3% | $5,377-99.8% | $1,587-99.2% |