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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years 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).
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 | $19,876 | $89,652-77.8% | $141,197-85.9% | $65,186-69.5% |
| Participation rate | 87.2% | 74.7%+12.5pp | 82.5%+4.7pp | 70.2%+17.0pp |
| Annual return | 25.06% | 32.79%-7.7pp | 71.41%-46.3pp | 29.39%-4.3pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,691 | $5,691-17.6% | $6,710-30.1% | $3,514+33.5% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |