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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,133 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA INVESTMENT SERVICES Service code 49 3543 N CROSSING CIR · VALDOSTA, GA 31602 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,016 | $64,286-89.1% | $90,970-92.3% | $73,412-90.4% |
| Participation rate | 63.7% | 63.6%+0.1pp | 69.0%-5.3pp | 72.2%-8.5pp |
| Annual return | 15.55% | 21.46%-5.9pp | 134.60%-119.0pp | 59.30%-43.7pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,383 | $2,453-43.6% | $3,373-59.0% | $3,806-63.6% |
| Admin fee / account holder | $7 | $287-97.5% | $5,961-99.9% | $158-95.5% |