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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,746 |
PENSIONMARK FINANCIAL GROUP LLC3+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $18,692 |
ADP BROKER-DEALER3+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,010 | $59,006-44.1% | $97,260-66.1% | $74,459-55.7% |
| Participation rate | 57.7% | 63.7%-6.0pp | 72.7%-15.0pp | 67.2%-9.6pp |
| Annual return | 52.33% | 16.04%+36.3pp | 75.54%-23.2pp | 1369.70%-1317.4pp |
| Employer contribution / active EE | $1,378 | $1,894-27.2% | $2,721-49.4% | $2,626-47.5% |
| Participant deferral / active EE | $4,776 | $3,671+30.1% | $4,262+12.1% | $4,350+9.8% |
| Admin fee / account holder | $314 | $1,974-84.1% | $5,640-94.4% | $1,945-83.8% |