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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,346 |
ADP BROKER-DEALER1+ 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 | $12,566 | $76,551-83.6% | $123,894-89.9% | $62,881-80.0% |
| Participation rate | 73.2% | 73.0%+0.2pp | 81.4%-8.2pp | 69.3%+3.9pp |
| Annual return | 5.88% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,773 | $2,882-38.5% | $4,617-61.6% | $2,281-22.3% |
| Participant deferral / active EE | $1,593 | $4,840-67.1% | $5,984-73.4% | $3,203-50.3% |
| Admin fee / account holder | $222 | $4,826-95.4% | $8,357-97.3% | $4,296-94.8% |