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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,147 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: SIGNATOR INVESTORS Service code 49 1650 TYSONS BLVD STE 1575 · TYSONS CORNER, VA 22102 | Other Services | $0 |
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 | $3,519 | $155,795-97.7% | $136,298-97.4% | $69,631-94.9% |
| Participation rate | 78.5% | 75.2%+3.3pp | 81.9%-3.4pp | 70.7%+7.9pp |
| Annual return | 122.80% | 232464.33%-232341.5pp | 5156.27%-5033.5pp | 27571.02%-27448.2pp |
| Employer contribution / active EE | $5 | $2,991-99.8% | $4,696-99.9% | $2,032-99.7% |
| Participant deferral / active EE | $2,359 | $5,394-56.3% | $6,247-62.2% | $3,224-26.8% |
| Admin fee / account holder | $4 | $128-96.6% | $9,244-100.0% | $110-96.0% |