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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 46-1570929 | Recordkeeping | $10,000 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,485 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: AXA ADVISORS INC Service code 49 1967 HIGHWAY 34 BUILDING C · WALL, NJ 07719 | 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.
Employer 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).
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 | $14,116 | $79,523-82.2% | $140,019-89.9% | $56,289-74.9% |
| Participation rate | 43.9% | 85.7%-41.8pp | 87.5%-43.6pp | 69.9%-25.9pp |
| Annual return | 27.32% | 2.39%+24.9pp | 651.17%-623.9pp | -9.96%+37.3pp |
| Employer contribution / active EE | $459 | $3,350-86.3% | $5,605-91.8% | $2,111-78.3% |
| Participant deferral / active EE | $2,514 | $5,129-51.0% | $6,927-63.7% | $3,350-25.0% |
| Admin fee / account holder | $109 | $614-82.3% | $10,705-99.0% | $521-79.2% |