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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $14,445 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,970 |
ADP BROKER-DEALER1+ 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 | $9,984 | $22,714-56.0% | $59,496-83.2% | $55,191-81.9% |
| Participation rate | 15.6% | 37.5%-21.8pp | 54.6%-38.9pp | 69.2%-53.6pp |
| Annual return | -5.09% | -44.01%+38.9pp | 182.05%-187.1pp | 10.78%-15.9pp |
| Employer contribution / active EE | $125 | $418-70.1% | $1,153-89.2% | $1,899-93.4% |
| Participant deferral / active EE | $429 | $843-49.1% | $1,829-76.5% | $3,046-85.9% |
| Admin fee / account holder | $39 | $83-53.0% | $2,232-98.2% | $91-56.9% |