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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $275 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 1111 SUPERIOR AVENUE EAST · CLEVELAND, OH 44114 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $5,118 | $37,196-86.2% | $154,108-96.7% | $55,725-90.8% |
| Participation rate | 10.5% | 64.1%-53.6pp | 83.0%-72.6pp | 70.9%-60.4pp |
| Annual return | -0.14% | 1319.68%-1319.8pp | 735.21%-735.3pp | 244.93%-245.1pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $226 | $2,068-89.1% | $5,081-95.6% | $3,356-93.3% |
| Admin fee / account holder | $4 | $102-95.6% | $13,411-100.0% | $115-96.1% |