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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,961 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CENTAURUS FINANCIAL INC2 years Filed as: CENTAURUS FINANCIAL Service code 49 20627 GOLDEN SPRINGS DR 1W · DIAMOND BAR, CA 91789 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,669 | $81,208-79.5% | $98,916-83.1% | $79,858-79.1% |
| Participation rate | 53.5% | 72.5%-19.0pp | 76.0%-22.5pp | 69.6%-16.1pp |
| Annual return | 16.02% | 60.99%-45.0pp | 196.45%-180.4pp | 31.72%-15.7pp |
| Employer contribution / active EE | $1,448 | $1,960-26.1% | $2,689-46.1% | $2,471-41.4% |
| Participant deferral / active EE | $2,529 | $3,265-22.5% | $4,245-40.4% | $3,740-32.4% |
| Admin fee / account holder | $48 | $6,013-99.2% | $6,642-99.3% | $5,306-99.1% |