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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $165 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 1801 K ST NW · WASHINGTON, DC 20006 | Other Services | $0 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,171 | $54,370-96.0% | $82,763-97.4% | $68,490-96.8% |
| Participation rate | 88.6% | 63.9%+24.6pp | 72.6%+16.0pp | 67.9%+20.7pp |
| Annual return | -28.08% | -13.67%-14.4pp | 702.45%-730.5pp | -7.85%-20.2pp |
| Employer contribution / active EE | $2,783 | $2,219+25.4% | $3,008-7.5% | $2,597+7.2% |
| Participant deferral / active EE | $1,466 | $3,247-54.9% | $4,395-66.6% | $4,028-63.6% |
| Admin fee / account holder | $1 | $4,398-100.0% | $5,325-100.0% | $5,403-100.0% |