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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,940 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 1775 I STREE NW STE 200 · WASHINGTON, DC 20006 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,009 | $58,726-28.5% | $92,239-54.5% | $62,293-32.6% |
| Participation rate | 57.2% | 68.3%-11.1pp | 76.5%-19.2pp | 69.5%-12.3pp |
| Annual return | 13.26% | 43.62%-30.4pp | 176.29%-163.0pp | 28.90%-15.6pp |
| Employer contribution / active EE | $379 | $2,392-84.1% | $3,680-89.7% | $2,042-81.4% |
| Participant deferral / active EE | $2,362 | $2,766-14.6% | $3,897-39.4% | $3,169-25.5% |
| Admin fee / account holder | $18 | $556-96.7% | $5,194-99.6% | $479-96.2% |