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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $700 |
ADP BROKER-DEALER2+ 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.
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 | $25,799 | $50,898-49.3% | $171,082-84.9% | $55,167-53.2% |
| Participation rate | 19.0% | 63.3%-44.2pp | 76.7%-57.6pp | 69.0%-49.9pp |
| Annual return | 13.69% | 15.34%-1.7pp | 32.56%-18.9pp | 169.23%-155.5pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,478 | $2,994-50.6% | $4,797-69.2% | $3,054-51.6% |
| Admin fee / account holder | $18 | $500-96.3% | $8,520-99.8% | $504-96.3% |