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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,332 |
MNGD ACCT SVCS INC DBA INVEST. SOLU1+ years Service code 15 · EIN 65-0505084 | Recordkeeping | $5,324 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,277 | $78,672-93.3% | $109,143-95.2% | $85,850-93.9% |
| Participation rate | 69.9% | 68.3%+1.6pp | 75.9%-6.0pp | 69.3%+0.6pp |
| Annual return | 8.49% | 25.09%-16.6pp | 25.75%-17.3pp | 318.53%-310.0pp |
| Employer contribution / active EE | $740 | $2,735-72.9% | $3,722-80.1% | $2,565-71.2% |
| Participant deferral / active EE | $3,918 | $3,467+13.0% | $4,653-15.8% | $3,952-0.9% |
| Admin fee / account holder | $93 | $5,469-98.3% | $6,752-98.6% | $6,260-98.5% |