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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $10,839 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
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 | $8,576 | $32,865-73.9% | $75,826-88.7% | $56,287-84.8% |
| Participation rate | 36.7% | 53.0%-16.3pp | 68.2%-31.5pp | 69.9%-33.2pp |
| Annual return | -8.65% | -5.01%-3.6pp | 1914.15%-1922.8pp | -9.96%+1.3pp |
| Employer contribution / active EE | $450 | $891-49.5% | $1,913-76.5% | $2,111-78.7% |
| Participant deferral / active EE | $1,175 | $1,683-30.2% | $2,862-59.0% | $3,350-64.9% |
| Admin fee / account holder | $0 | $185-100.0% | $4,726-100.0% | $521-100.0% |