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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,656 |
ADP BROKER-DEALER3+ 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 | $2,751 | $57,976-95.3% | $63,018-95.6% | $62,293-95.6% |
| Participation rate | 77.8% | 75.9%+1.8pp | 74.8%+3.0pp | 69.5%+8.3pp |
| Annual return | 20.35% | 17.54%+2.8pp | 87.62%-67.3pp | 28.90%-8.5pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,134 | $2,956-61.6% | $3,330-66.0% | $3,169-64.2% |
| Admin fee / account holder | $12 | $276-95.8% | $3,601-99.7% | $479-97.6% |