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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $595 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: PENSIONMARK SECURITIES LLC Service code 49 3091 COLLEGE PARK DR · THE WOODLANDS, TX 77384 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $4,748 | $52,961-91.0% | $172,755-97.3% | $65,185-92.7% |
| Participation rate | 23.0% | 66.2%-43.2pp | 82.6%-59.6pp | 70.2%-47.2pp |
| Annual return | -3.11% | 30.12%-33.2pp | 802.94%-806.0pp | 29.38%-32.5pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $879 | $2,471-64.4% | $5,198-83.1% | $3,514-75.0% |
| Admin fee / account holder | $13 | $472-97.3% | $13,955-99.9% | $847-98.5% |