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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $19,644 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $535 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,542 | $80,753-85.7% | $136,298-91.5% | $62,293-81.5% |
| Participation rate | 81.0% | 73.5%+7.5pp | 81.9%-0.9pp | 69.5%+11.5pp |
| Annual return | 146.11% | 35.83%+110.3pp | 5156.27%-5010.2pp | 28.90%+117.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,651 | $5,164+9.4% | $6,247-9.6% | $3,169+78.3% |
| Admin fee / account holder | $2 | $525-99.5% | $9,244-100.0% | $479-99.5% |