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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $13,809 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,130 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | 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 | $31,065 | $36,767-15.5% | $81,473-61.9% | $62,293-50.1% |
| Participation rate | 42.7% | 54.4%-11.7pp | 68.0%-25.2pp | 69.5%-26.8pp |
| Annual return | 20.59% | 173.80%-153.2pp | 38.78%-18.2pp | 28.90%-8.3pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,169 | $2,111+50.2% | $3,537-10.4% | $3,1690% |
| Admin fee / account holder | $19 | $797-97.6% | $4,561-99.6% | $479-96.1% |