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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,071 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
PLAN MEMBER SECURITIES CORP2+ years Filed as: PLAN MEMBER SECURITIES CORPORATION Service code 49 31092 PASEO VALENCIA · SAN JUAN CAPISTRANO, CA 92675 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $9,699 | $71,802-86.5% | $133,975-92.8% | $57,658-83.2% |
| Participation rate | 39.4% | 85.5%-46.0pp | 87.1%-47.6pp | 70.2%-30.8pp |
| Annual return | 30.32% | 13.51%+16.8pp | 29.29%+1.0pp | 5.13%+25.2pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,286 | $4,606-50.4% | $6,282-63.6% | $3,061-25.3% |
| Admin fee / account holder | $52 | $88-40.9% | $9,324-99.4% | $95-45.2% |