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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,750 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,906 | $57,096-86.2% | $94,228-91.6% | $55,191-85.7% |
| Participation rate | 80.5% | 75.7%+4.8pp | 78.8%+1.7pp | 69.2%+11.3pp |
| Annual return | -1.68% | 159.65%-161.3pp | 10.68%-12.4pp | 10.78%-12.5pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,653 | $3,165-16.2% | $4,320-38.6% | $3,046-12.9% |
| Admin fee / account holder | $9 | $89-89.5% | $6,269-99.9% | $91-89.7% |