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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,545 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,094 | $62,672-83.9% | $185,117-94.5% | $70,126-85.6% |
| Participation rate | 70.1% | 63.8%+6.3pp | 77.3%-7.2pp | 69.5%+0.6pp |
| Annual return | 39.09% | 40.79%-1.7pp | 40.50%-1.4pp | 73.15%-34.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,243 | $3,272-31.4% | $5,045-55.5% | $3,332-32.7% |
| Admin fee / account holder | $52 | $3,932-98.7% | $8,159-99.4% | $4,645-98.9% |