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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $17,160 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $650 |
ADP BROKER-DEALER2+ 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 | $71,048 | $52,884+34.3% | $84,753-16.2% | $55,167+28.8% |
| Participation rate | 30.3% | 67.5%-37.2pp | 76.6%-46.3pp | 69.0%-38.7pp |
| Annual return | 4.25% | 18.03%-13.8pp | 22.78%-18.5pp | 169.23%-165.0pp |
| Employer contribution / active EE | $708 | $2,233-68.3% | $3,574-80.2% | $1,963-63.9% |
| Participant deferral / active EE | $1,521 | $2,644-42.5% | $3,712-59.0% | $3,054-50.2% |
| Admin fee / account holder | $12 | $581-97.9% | $5,333-99.8% | $504-97.6% |