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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,182 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MCCLINTOCK & ASSOCIATES, P.C.1 year Filed as: MCCLINTOCK AND ASSOCIATES Service code 10 · EIN 25-1701013 | Accounting | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,058 | $52,467-96.1% | $57,179-96.4% | $55,167-96.3% |
| Participation rate | 73.4% | 75.8%-2.5pp | 75.3%-2.0pp | 69.0%+4.4pp |
| Annual return | -1.51% | 7.72%-9.2pp | 14.59%-16.1pp | 169.23%-170.7pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,682-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,149 | $2,830-59.4% | $3,096-62.9% | $3,054-62.4% |
| Admin fee / account holder | $12 | $269-95.7% | $3,139-99.6% | $504-97.7% |