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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $225 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,466 | $38,969-57.7% | $109,313-84.9% | $55,167-70.2% |
| Participation rate | 74.2% | 58.2%+16.0pp | 71.3%+3.0pp | 69.0%+5.2pp |
| Annual return | 5.12% | 8.26%-3.1pp | 22.07%-16.9pp | 169.23%-164.1pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $956 | $2,176-56.1% | $3,166-69.8% | $3,054-68.7% |
| Admin fee / account holder | $2 | $501-99.6% | $5,666-100.0% | $504-99.6% |