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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,805 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: ROYAL ALLIANCE SECURITIES Service code 49 4801 S UNIVERSITY DR · DAVIE, FL 33328 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $16,921 | $58,888-71.3% | $178,498-90.5% | $73,493-77.0% |
| Participation rate | 42.1% | 66.2%-24.2pp | 81.9%-39.9pp | 70.7%-28.6pp |
| Annual return | 19.33% | 24.86%-5.5pp | 151.09%-131.8pp | 28.51%-9.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,193 | $2,568-14.6% | $5,202-57.8% | $3,740-41.4% |
| Admin fee / account holder | $28 | $400-92.9% | $13,985-99.8% | $513-94.5% |