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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,951 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA Service code 49 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | 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).
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 | $40,245 | $23,385+72.1% | $69,182-41.8% | $57,658-30.2% |
| Participation rate | 14.8% | 37.9%-23.1pp | 55.1%-40.3pp | 70.2%-55.4pp |
| Annual return | 6.22% | -659.34%+665.6pp | -21.93%+28.2pp | 5.13%+1.1pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $824 | $843-2.2% | $1,897-56.5% | $3,061-73.1% |
| Admin fee / account holder | $33 | $82-60.1% | $2,697-98.8% | $95-65.3% |