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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 | $101,539-90.9% | $147,041-93.7% | $74,400-87.6% |
| Participation rate | 85.9% | 75.5%+10.4pp | 82.2%+3.7pp | 67.2%+18.7pp |
| Annual return | 14.88% | 8740.84%-8726.0pp | 419.21%-404.3pp | 1367.51%-1352.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,603 | $7,304-64.4% | $8,071-67.8% | $4,348-40.1% |
| Admin fee / account holder | $169 | $1,749-90.3% | $13,006-98.7% | $1,944-91.3% |