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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,018 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CENTAURUS FINANCIAL INC3+ 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 | $18,948 | $60,545-68.7% | $92,240-79.5% | $69,631-72.8% |
| Participation rate | 22.2% | 72.2%-50.0pp | 76.5%-54.3pp | 70.7%-48.5pp |
| Annual return | 13.96% | 19.71%-5.8pp | 176.29%-162.3pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,680-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $549 | $2,828-80.6% | $3,897-85.9% | $3,224-83.0% |
| Admin fee / account holder | $58 | $145-59.9% | $5,194-98.9% | $110-47.5% |