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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,375 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $36,736 | $54,320-32.4% | $67,652-45.7% | $52,331-29.8% |
| Participation rate | 65.1% | 73.6%-8.5pp | 75.7%-10.6pp | 68.1%-3.0pp |
| Annual return | 9.00% | 6.81%+2.2pp | 6625.04%-6616.0pp | 4.54%+4.5pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $10,288 | $2,950+248.7% | $3,560+189.0% | $3,022+240.4% |
| Admin fee / account holder | $11 | $527-97.9% | $4,821-99.8% | $592-98.1% |