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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 45-3794639 | Recordkeeping | $8,353 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,502 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $15,251 | $60,165-74.7% | $74,184-79.4% | $55,167-72.4% |
| Participation rate | 95.3% | 74.2%+21.2pp | 76.6%+18.7pp | 69.0%+26.3pp |
| Annual return | 6.34% | 10.00%-3.7pp | 17.74%-11.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $190 | $1,600-88.1% | $2,370-92.0% | $1,963-90.3% |
| Participant deferral / active EE | $2,513 | $2,973-15.5% | $3,550-29.2% | $3,054-17.7% |
| Admin fee / account holder | $108 | $419-74.2% | $5,586-98.1% | $504-78.5% |