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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $14,444 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,030 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,231 | $55,453-76.1% | $170,439-92.2% | $62,293-78.8% |
| Participation rate | 31.4% | 66.4%-34.9pp | 83.6%-52.2pp | 69.5%-38.1pp |
| Annual return | 21.56% | 21.38%+0.2pp | 205.94%-184.4pp | 28.90%-7.3pp |
| Employer contribution / active EE | $590 | $2,164-72.8% | $5,433-89.1% | $2,042-71.1% |
| Participant deferral / active EE | $782 | $2,303-66.0% | $4,939-84.2% | $3,169-75.3% |
| Admin fee / account holder | $16 | $455-96.5% | $13,881-99.9% | $479-96.7% |