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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,725 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer 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 | $5,593 | $63,924-91.2% | $108,582-94.8% | $55,167-89.9% |
| Participation rate | 83.5% | 74.3%+9.1pp | 79.6%+3.9pp | 69.0%+14.5pp |
| Annual return | 6.62% | 15.31%-8.7pp | -51.70%+58.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $180 | $1,879-90.4% | $3,758-95.2% | $1,963-90.8% |
| Participant deferral / active EE | $1,610 | $3,067-47.5% | $4,311-62.7% | $3,054-47.3% |
| Admin fee / account holder | $14 | $618-97.7% | $7,645-99.8% | $504-97.1% |