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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,023 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LIFEMARK SECURITIES CORP1 year Filed as: LIFEMARK SECURITIES Service code 49 400 WEST METRO PARK · ROCHESTER, NY 14623 | 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 | $10,833 | $88,874-87.8% | $123,552-91.2% | $75,289-85.6% |
| Participation rate | 7.5% | 75.9%-68.4pp | 82.3%-74.8pp | 72.4%-64.9pp |
| Annual return | 5.94% | 4.22%+1.7pp | 119.20%-113.3pp | -0.04%+6.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $739 | $6,174-88.0% | $6,426-88.5% | $3,739-80.2% |
| Admin fee / account holder | $16 | $95-83.4% | $9,285-99.8% | $102-84.7% |