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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $360 |
ADP BROKER-DEALER3 years 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.
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 | $29,176 | $89,652-67.5% | $141,177-79.3% | $65,185-55.2% |
| Participation rate | 36.3% | 74.7%-38.4pp | 82.5%-46.2pp | 70.2%-33.9pp |
| Annual return | 21.51% | 32.79%-11.3pp | 71.40%-49.9pp | 29.38%-7.9pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,602 | $5,691-36.7% | $6,710-46.3% | $3,514+2.5% |
| Admin fee / account holder | $5 | $569-99.1% | $10,263-100.0% | $847-99.4% |