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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $98,060 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,371 |
ADP BROKER-DEALER3 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 | $6,651 | $60,795-89.1% | $69,461-90.4% | $65,185-89.8% |
| Participation rate | 89.4% | 74.9%+14.5pp | 74.6%+14.8pp | 70.2%+19.2pp |
| Annual return | 21.10% | 17.46%+3.6pp | 28.97%-7.9pp | 29.38%-8.3pp |
| Employer contribution / active EE | $344 | $2,452-86.0% | $2,779-87.6% | $2,177-84.2% |
| Participant deferral / active EE | $1,698 | $3,162-46.3% | $3,536-52.0% | $3,514-51.7% |
| Admin fee / account holder | $22 | $314-93.0% | $3,840-99.4% | $847-97.4% |