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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,646 | $45,825-26.6% | $90,657-62.9% | $56,287-40.2% |
| Participation rate | 82.6% | 66.7%+15.9pp | 74.0%+8.6pp | 69.9%+12.8pp |
| Annual return | 10.05% | 38.64%-28.6pp | 1.89%+8.2pp | -9.96%+20.0pp |
| Employer contribution / active EE | $122 | $1,372-91.1% | $2,532-95.2% | $2,111-94.2% |
| Participant deferral / active EE | $2,820 | $2,562+10.1% | $3,424-17.6% | $3,350-15.8% |
| Admin fee / account holder | $11 | $413-97.4% | $4,994-99.8% | $521-98.0% |