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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,400 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 49 5920 STAR LANE · HOUSTON, TX 77057 | 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 | $30,152 | $60,165-49.9% | $74,184-59.4% | $55,167-45.3% |
| Participation rate | 58.2% | 74.2%-15.9pp | 76.6%-18.4pp | 69.0%-10.7pp |
| Annual return | 199.11% | 10.00%+189.1pp | 17.74%+181.4pp | 169.23%+29.9pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,563 | $2,973-13.8% | $3,550-27.8% | $3,054-16.1% |
| Admin fee / account holder | $24 | $419-94.2% | $5,586-99.6% | $504-95.1% |