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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,561 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CETERA ADVISOR NETWORKS Service code 49 4225 MALSBARY RD · CINCINNATI, OH 45242 | Other Services | $0 |
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 | $15,550 | $37,044-58.0% | $71,796-78.3% | $57,658-73.0% |
| Participation rate | 76.3% | 61.1%+15.2pp | 69.1%+7.2pp | 70.2%+6.1pp |
| Annual return | 6.31% | 12.64%-6.3pp | 78.04%-71.7pp | 5.13%+1.2pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,921 | $1,974-2.7% | $2,794-31.3% | $3,061-37.2% |
| Admin fee / account holder | $25 | $101-75.1% | $4,815-99.5% | $95-73.4% |