Filed September 4, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,825 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $19,954 | $57,108-65.1% | $94,229-78.8% | $52,331-61.9% |
| Participation rate | 94.0% | 72.9%+21.1pp | 78.8%+15.2pp | 68.1%+25.9pp |
| Annual return | -4.25% | 1.47%-5.7pp | 10.68%-14.9pp | 4.54%-8.8pp |
| Employer contribution / active EE | $1,888 | $1,735+8.8% | $3,587-47.4% | $1,882+0.3% |
| Participant deferral / active EE | $2,059 | $3,040-32.3% | $4,320-52.3% | $3,022-31.9% |
| Admin fee / account holder | $13 | $546-97.6% | $6,269-99.8% | $592-97.8% |