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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 64 | Recordkeeping Fees | $4,514 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CADARET GRANT & CO INC1 year Filed as: CADARET, GRANT Service code 49 1 UNIVERSITY PLAZA DR · HACKENSACK, NJ 07601 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $13,483 | $38,365-64.9% | $84,628-84.1% | $65,185-79.3% |
| Participation rate | 32.9% | 55.7%-22.8pp | 68.2%-35.4pp | 70.2%-37.3pp |
| Annual return | 18.87% | 32.00%-13.1pp | 258.80%-239.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $208 | $1,258-83.5% | $2,653-92.2% | $2,177-90.4% |
| Participant deferral / active EE | $1,056 | $2,278-53.6% | $3,900-72.9% | $3,514-69.9% |
| Admin fee / account holder | $80 | $451-82.3% | $4,914-98.4% | $847-90.6% |