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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $28,714 | $44,425-35.4% | $67,834-57.7% | $55,167-48.0% |
| Participation rate | 14.1% | 59.7%-45.6pp | 68.8%-54.7pp | 69.0%-54.9pp |
| Annual return | -0.64% | 17.80%-18.4pp | 138.47%-139.1pp | 169.23%-169.9pp |
| Employer contribution / active EE | $353 | $1,351-73.9% | $2,403-85.3% | $1,963-82.0% |
| Participant deferral / active EE | $859 | $2,166-60.3% | $3,160-72.8% | $3,054-71.9% |
| Admin fee / account holder | $0 | $530-100.0% | $4,622-100.0% | $504-100.0% |