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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
GWN SECURITIES, INC2+ years Service code 49 PO BOX 112114 · NAPLES, FL 34108 | 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,607 | $31,370-53.4% | $74,577-80.4% | $63,975-77.2% |
| Participation rate | 6.3% | 42.6%-36.3pp | 68.1%-61.8pp | 71.1%-64.8pp |
| Annual return | 4.47% | -105.16%+109.6pp | 20.47%-16.0pp | 48.65%-44.2pp |
| Employer contribution / active EE | $0 | $822-100.0% | $2,525-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $225 | $1,560-85.6% | $3,458-93.5% | $3,356-93.3% |
| Admin fee / account holder | $7 | $77-90.4% | $4,138-99.8% | $70-89.6% |