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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,914 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC. Service code 15 · EIN 11-3600438 | Recordkeeping | $6,619 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,259 | $101,653-90.9% | $147,080-93.7% | $74,459-87.6% |
| Participation rate | 85.9% | 75.6%+10.3pp | 82.2%+3.7pp | 67.2%+18.7pp |
| Annual return | 14.88% | 8754.98%-8740.1pp | 420.17%-405.3pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,603 | $7,304-64.4% | $8,066-67.7% | $4,350-40.2% |
| Admin fee / account holder | $169 | $1,752-90.4% | $12,989-98.7% | $1,945-91.3% |