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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $33,984 |
ADP BROKER-DEALER1+ 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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,071 | $50,464+3.2% | $75,781-31.3% | $52,331-0.5% |
| Participation rate | 49.6% | 66.8%-17.1pp | 75.8%-26.2pp | 68.1%-18.5pp |
| Annual return | -3.73% | 1.03%-4.8pp | 9.68%-13.4pp | 4.54%-8.3pp |
| Employer contribution / active EE | $703 | $1,988-64.7% | $3,323-78.9% | $1,882-62.7% |
| Participant deferral / active EE | $3,052 | $2,570+18.7% | $3,651-16.4% | $3,022+1.0% |
| Admin fee / account holder | $42 | $1,103-96.2% | $5,299-99.2% | $592-93.0% |