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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,043 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 1223 PLEASANT GROVE BLVD · ROSEVILLE, CA 95678 | Other Services | $0 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,599 | $81,208-93.1% | $98,916-94.3% | $79,858-93.0% |
| Participation rate | 81.8% | 72.5%+9.3pp | 76.0%+5.8pp | 69.6%+12.2pp |
| Annual return | 10.13% | 60.99%-50.9pp | 196.45%-186.3pp | 31.72%-21.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,680 | $3,265-17.9% | $4,245-36.9% | $3,740-28.3% |
| Admin fee / account holder | $8 | $6,013-99.9% | $6,642-99.9% | $5,306-99.8% |