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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $24,183 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,750 |
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.
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 | $37,881 | $63,924-40.7% | $108,582-65.1% | $55,167-31.3% |
| Participation rate | 59.9% | 74.3%-14.5pp | 79.6%-19.7pp | 69.0%-9.1pp |
| Annual return | 5.95% | 15.31%-9.4pp | -51.70%+57.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $767 | $1,879-59.2% | $3,758-79.6% | $1,963-60.9% |
| Participant deferral / active EE | $2,519 | $3,067-17.9% | $4,311-41.6% | $3,054-17.5% |
| Admin fee / account holder | $15 | $618-97.6% | $7,645-99.8% | $504-97.0% |