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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $625 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
PURSHE KAPLAN STERLING INV2 years Filed as: PURSHE KAPLAN STERLING Service code 49 1000 CONTINENTAL DRIVE · KING OF PRUSSIA, PA 19406 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,623 | $43,133-52.2% | $89,435-76.9% | $73,497-71.9% |
| Participation rate | 33.3% | 55.0%-21.6pp | 68.0%-34.7pp | 70.7%-37.3pp |
| Annual return | 17.15% | 135.66%-118.5pp | 245.55%-228.4pp | 28.51%-11.4pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,218 | $2,445-50.2% | $3,890-68.7% | $3,740-67.4% |
| Admin fee / account holder | $10 | $444-97.8% | $4,884-99.8% | $513-98.1% |