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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,420 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC4+ years Filed as: CETERA ADVISOR NETWORKS Service code 49 6200 ROCKSIDE RD · CLEVELAND, OH 44131 | Other Services | $0 |
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).
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 | $2,884 | $54,573-94.7% | $90,965-96.8% | $73,493-96.1% |
| Participation rate | 82.5% | 61.2%+21.3pp | 69.0%+13.5pp | 70.7%+11.8pp |
| Annual return | 13.54% | 16.69%-3.1pp | 134.57%-121.0pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,444 | $2,517-42.6% | $3,373-57.2% | $3,740-61.4% |
| Admin fee / account holder | $5 | $521-99.0% | $5,960-99.9% | $513-99.0% |