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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $775 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 323 WEST 39TH · NEW YORK, NY 10018 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,063 | $85,766-60.3% | $136,297-75.0% | $70,124-51.4% |
| Participation rate | 55.1% | 74.2%-19.1pp | 81.9%-26.8pp | 69.5%-14.4pp |
| Annual return | 21.45% | 31.45%-10.0pp | 5156.19%-5134.7pp | 73.14%-51.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,617 | $5,051+31.0% | $6,247+5.9% | $3,332+98.6% |
| Admin fee / account holder | $10 | $5,420-99.8% | $9,244-99.9% | $4,645-99.8% |