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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $37,997 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $815 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | 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 | $32,331 | $42,396-23.7% | $67,313-52.0% | $56,289-42.6% |
| Participation rate | 52.5% | 61.0%-8.5pp | 69.1%-16.6pp | 69.9%-17.3pp |
| Annual return | -5.40% | -36.63%+31.2pp | -4.08%-1.3pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,073 | $1,414-24.1% | $2,566-58.2% | $2,111-49.2% |
| Participant deferral / active EE | $2,484 | $2,360+5.3% | $3,568-30.4% | $3,350-25.9% |
| Admin fee / account holder | $6 | $510-98.8% | $4,507-99.9% | $521-98.8% |