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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,553 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NEXUS ADMINISTRATORS, INC.2 years Filed as: NEXUS ADVISORS Service code 49 14241 DALLAS PARKWAY · DALLAS, TX 75254 | 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,005 | $49,451-87.9% | $79,580-92.5% | $66,938-91.0% |
| Participation rate | 91.9% | 61.3%+30.6pp | 69.5%+22.4pp | 69.8%+22.1pp |
| Annual return | -27.47% | 84.25%-111.7pp | 0.15%-27.6pp | 1.58%-29.0pp |
| Employer contribution / active EE | $485 | $1,266-61.7% | $2,413-79.9% | $2,545-81.0% |
| Participant deferral / active EE | $3,428 | $3,159+8.5% | $3,985-14.0% | $4,238-19.1% |
| Admin fee / account holder | $30 | $595-94.9% | $6,835-99.6% | $594-94.9% |