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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,344 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $14,907 | $46,732-68.1% | $156,551-90.5% | $55,167-73.0% |
| Participation rate | 98.0% | 65.8%+32.2pp | 84.0%+14.0pp | 69.0%+29.0pp |
| Annual return | 5.60% | 17.72%-12.1pp | 32.23%-26.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $735 | $2,105-65.1% | $5,501-86.6% | $1,963-62.6% |
| Participant deferral / active EE | $3,367 | $2,204+52.7% | $4,871-30.9% | $3,054+10.2% |
| Admin fee / account holder | $157 | $418-62.6% | $13,028-98.8% | $504-68.9% |