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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,024 |
GATEWAY ADVISORY, LLC4 years Service code 15 · EIN 27-1678306 | Recordkeeping | $8,303 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,389 | $61,156-65.0% | $185,823-88.5% | $79,386-73.1% |
| Participation rate | 77.5% | 66.6%+10.9pp | 81.7%-4.2pp | 70.7%+6.8pp |
| Annual return | 12.41% | 19.45%-7.0pp | 122.05%-109.6pp | 116.85%-104.4pp |
| Employer contribution / active EE | $219 | $2,321-90.6% | $5,167-95.8% | $2,427-91.0% |
| Participant deferral / active EE | $2,106 | $2,789-24.5% | $5,568-62.2% | $4,046-47.9% |
| Admin fee / account holder | $190 | $710-73.2% | $16,237-98.8% | $626-69.7% |