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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,413 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LIFEMARK SECURITIES CORP2 years 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 | $11,469 | $101,523-88.7% | $141,191-91.9% | $77,775-85.3% |
| Participation rate | 9.5% | 77.4%-67.9pp | 82.5%-73.0pp | 73.2%-63.7pp |
| Annual return | 27.64% | 56.22%-28.6pp | 71.41%-43.8pp | 32.58%-4.9pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,736-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $985 | $6,434-84.7% | $6,710-85.3% | $3,966-75.2% |
| Admin fee / account holder | $15 | $92-84.1% | $10,264-99.9% | $100-85.5% |