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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,330 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: INTERCONTINENTAL ASSET MANAGEMENT G Service code 49 300 CONVENT STREET SUITE 1350 · SAN ANTONIO, TX 78205 | 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 | $22,361 | $36,916-39.4% | $156,551-85.7% | $57,658-61.2% |
| Participation rate | 21.4% | 63.4%-42.0pp | 84.0%-62.6pp | 70.2%-48.8pp |
| Annual return | 5.59% | 12.38%-6.8pp | 32.23%-26.6pp | 5.13%+0.5pp |
| Employer contribution / active EE | $327 | $1,571-79.2% | $5,501-94.1% | $1,974-83.4% |
| Participant deferral / active EE | $852 | $1,926-55.8% | $4,871-82.5% | $3,061-72.2% |
| Admin fee / account holder | $22 | $82-73.0% | $13,028-99.8% | $95-76.4% |