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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,190 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: PENSIONMARK SECURITIES LLC Service code 49 18536 MAIN ST · HUNTINGTON BEACH, CA 92648 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $9,249 | $63,114-85.3% | $92,903-90.0% | $65,185-85.8% |
| Participation rate | 57.1% | 68.8%-11.6pp | 76.0%-18.9pp | 70.2%-13.1pp |
| Annual return | 23.85% | 28.75%-4.9pp | 109.43%-85.6pp | 29.38%-5.5pp |
| Employer contribution / active EE | $429 | $2,571-83.3% | $3,653-88.3% | $2,177-80.3% |
| Participant deferral / active EE | $1,620 | $3,108-47.9% | $4,238-61.8% | $3,514-53.9% |
| Admin fee / account holder | $14 | $624-97.8% | $5,795-99.8% | $847-98.4% |