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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,984 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CENTAURUS FINANCIAL INC2+ years Filed as: CENTAURUS FINANCIAL Service code 49 200 HOOVER AVE · LAS VEGAS, NV 89101 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $16,248 | $57,921-71.9% | $84,753-80.8% | $57,658-71.8% |
| Participation rate | 18.8% | 72.9%-54.2pp | 76.6%-57.8pp | 70.2%-51.4pp |
| Annual return | 5.76% | 10.24%-4.5pp | 22.78%-17.0pp | 5.13%+0.6pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $408 | $2,742-85.1% | $3,712-89.0% | $3,061-86.7% |
| Admin fee / account holder | $61 | $130-53.3% | $5,333-98.9% | $95-36.0% |