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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $375 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 1825 CORPORATE BLVD NW · BOCA RATOR, FL 33431 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,922 | $80,753-67.9% | $136,298-81.0% | $62,293-58.4% |
| Participation rate | 27.4% | 73.5%-46.1pp | 81.9%-54.5pp | 69.5%-42.1pp |
| Annual return | 13.01% | 35.83%-22.8pp | 5156.27%-5143.3pp | 28.90%-15.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,520 | $5,164-51.2% | $6,247-59.7% | $3,169-20.5% |
| Admin fee / account holder | $8 | $525-98.4% | $9,244-99.9% | $479-98.3% |