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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | 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.
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 | $35,704 | $80,753-55.8% | $136,297-73.8% | $62,293-42.7% |
| Participation rate | 21.5% | 73.5%-52.0pp | 81.9%-60.4pp | 69.5%-48.0pp |
| Annual return | 14.53% | 35.83%-21.3pp | 5156.19%-5141.7pp | 28.90%-14.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,823 | $5,164-45.3% | $6,247-54.8% | $3,169-10.9% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |