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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,750 |
ADP BROKER-DEALER2+ years 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 | $27,049 | $60,165-55.0% | $74,184-63.5% | $55,167-51.0% |
| Participation rate | 91.3% | 74.2%+17.2pp | 76.6%+14.7pp | 69.0%+22.3pp |
| Annual return | 4.93% | 10.00%-5.1pp | 17.74%-12.8pp | 169.23%-164.3pp |
| Employer contribution / active EE | $854 | $1,600-46.6% | $2,370-64.0% | $1,963-56.5% |
| Participant deferral / active EE | $2,899 | $2,973-2.5% | $3,550-18.3% | $3,054-5.1% |
| Admin fee / account holder | $18 | $419-95.8% | $5,586-99.7% | $504-96.5% |