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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $175 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant 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 | $850 | $43,423-98.0% | $78,676-98.9% | $55,167-98.5% |
| Participation rate | 71.8% | 68.0%+3.7pp | 73.6%-1.8pp | 69.0%+2.8pp |
| Annual return | 6.25% | 11.53%-5.3pp | 62.19%-55.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $168 | $2,509-93.3% | $3,517-95.2% | $3,054-94.5% |
| Admin fee / account holder | $1 | $416-99.8% | $4,510-100.0% | $504-99.8% |