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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $64,217 |
IFS ADVISORY LLC2 years Service code 15 · EIN 20-3117112 | Recordkeeping | $6,723 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,179 | $55,790-94.3% | $76,667-95.9% | $67,582-95.3% |
| Participation rate | 80.7% | 71.1%+9.6pp | 72.1%+8.6pp | 71.3%+9.4pp |
| Annual return | 27.76% | 64.45%-36.7pp | 1166.74%-1139.0pp | 378.57%-350.8pp |
| Employer contribution / active EE | $408 | $1,810-77.4% | $2,303-82.3% | $2,148-81.0% |
| Participant deferral / active EE | $1,009 | $2,875-64.9% | $3,336-69.8% | $3,539-71.5% |
| Admin fee / account holder | $109 | $159-31.6% | $6,423-98.3% | $142-23.5% |