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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,208 |
FAIRCOURT PARTNERS, LLC1+ years Service code 15 · EIN 82-4882966 | Recordkeeping | $21,225 |
Employer contribution per participant 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,499 | $79,519-36.5% | $95,952-47.4% | $73,409-31.2% |
| Participation rate | 85.4% | 81.2%+4.2pp | 77.1%+8.3pp | 72.2%+13.2pp |
| Annual return | 0.00% | 19.20%-19.2pp | 91.61%-91.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $600 | $2,048-70.7% | $2,541-76.4% | $2,234-73.1% |
| Participant deferral / active EE | $3,916 | $4,138-5.4% | $4,167-6.0% | $3,805+2.9% |
| Admin fee / account holder | $192 | $184+3.9% | $6,795-97.2% | $158+21.3% |