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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $210 |
ADP BROKER-DEALER2+ 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 | $952 | $50,637-98.1% | $86,582-98.9% | $62,293-98.5% |
| Participation rate | 81.4% | 67.9%+13.5pp | 73.5%+7.8pp | 69.5%+11.9pp |
| Annual return | 18.03% | 20.80%-2.8pp | 965.08%-947.1pp | 28.90%-10.9pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $210 | $2,611-91.9% | $3,609-94.2% | $3,169-93.4% |
| Admin fee / account holder | $1 | $413-99.8% | $4,904-100.0% | $479-99.8% |