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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,475 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 4014 GUNN HIGHWAY SUITE 180 · TAMPA, FL 33618 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,401 | $43,423-64.5% | $78,676-80.4% | $55,167-72.1% |
| Participation rate | 36.2% | 68.0%-31.9pp | 73.6%-37.4pp | 69.0%-32.8pp |
| Annual return | 6.82% | 11.53%-4.7pp | 62.19%-55.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $526 | $1,997-73.6% | $2,850-81.5% | $1,963-73.2% |
| Participant deferral / active EE | $1,189 | $2,509-52.6% | $3,517-66.2% | $3,054-61.1% |
| Admin fee / account holder | $13 | $416-97.0% | $4,510-99.7% | $504-97.5% |