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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,925 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AXA ADVISORS INC Service code 49 14851 N. SCOTTSDALE RD STE 103 · SCOTTSDALE, AZ 85254 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $21,327 | $55,453-61.5% | $170,435-87.5% | $62,293-65.8% |
| Participation rate | 44.4% | 66.4%-22.0pp | 83.6%-39.2pp | 69.5%-25.1pp |
| Annual return | 22.39% | 21.38%+1.0pp | 205.94%-183.5pp | 28.90%-6.5pp |
| Employer contribution / active EE | $247 | $2,164-88.6% | $5,432-95.4% | $2,042-87.9% |
| Participant deferral / active EE | $1,541 | $2,303-33.1% | $4,939-68.8% | $3,169-51.4% |
| Admin fee / account holder | $13 | $455-97.0% | $13,881-99.9% | $479-97.2% |