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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,248 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $29,202 | $50,385-42.0% | $75,501-61.3% | $62,293-53.1% |
| Participation rate | 99.0% | 67.7%+31.3pp | 72.4%+26.7pp | 69.5%+29.5pp |
| Annual return | 15.97% | 19.90%-3.9pp | 27.35%-11.4pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,362 | $1,537-11.4% | $2,352-42.1% | $2,042-33.3% |
| Participant deferral / active EE | $3,841 | $2,445+57.1% | $3,142+22.2% | $3,169+21.2% |
| Admin fee / account holder | $31 | $384-92.0% | $5,801-99.5% | $479-93.6% |