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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,675 |
ADP BROKER-DEALER6+ 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).
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 | $9,870 | $69,383-85.8% | $101,271-90.3% | $73,493-86.6% |
| Participation rate | 61.4% | 68.4%-7.0pp | 75.8%-14.4pp | 70.7%-9.3pp |
| Annual return | 18.22% | 18.46%-0.2pp | 46.48%-28.3pp | 28.51%-10.3pp |
| Employer contribution / active EE | $445 | $2,628-83.1% | $3,660-87.9% | $2,270-80.4% |
| Participant deferral / active EE | $1,760 | $3,301-46.7% | $4,371-59.7% | $3,740-53.0% |
| Admin fee / account holder | $8 | $704-98.9% | $5,948-99.9% | $513-98.5% |