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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
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 | $11,583 | $81,494-85.8% | $133,978-91.4% | $73,497-84.2% |
| Participation rate | 80.0% | 76.4%+3.6pp | 79.8%+0.2pp | 70.7%+9.3pp |
| Annual return | 20.84% | 19.40%+1.4pp | 45.10%-24.3pp | 28.51%-7.7pp |
| Employer contribution / active EE | $318 | $2,210-85.6% | $3,919-91.9% | $2,270-86.0% |
| Participant deferral / active EE | $2,022 | $3,787-46.6% | $5,047-59.9% | $3,740-45.9% |
| Admin fee / account holder | $19 | $713-97.3% | $8,930-99.8% | $513-96.3% |