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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $28,408 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,990 |
ADP BROKER-DEALER3+ 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.
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 | $23,409 | $28,416-17.6% | $73,550-68.2% | $69,631-66.4% |
| Participation rate | 13.0% | 38.3%-25.3pp | 54.9%-41.9pp | 70.7%-57.6pp |
| Annual return | 19.79% | -694.13%+713.9pp | -15.16%+35.0pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $61 | $430-85.8% | $1,219-95.0% | $2,032-97.0% |
| Participant deferral / active EE | $382 | $897-57.4% | $1,804-78.8% | $3,224-88.2% |
| Admin fee / account holder | $12 | $104-88.1% | $2,320-99.5% | $110-88.7% |