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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $87,419 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $10,742 |
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 | $4,090 | $27,243-85.0% | $52,425-92.2% | $79,634-94.9% |
| Participation rate | 80.4% | 22.4%+58.0pp | 55.6%+24.8pp | 62.5%+17.9pp |
| Annual return | 14.30% | 63.36%-49.1pp | 302.12%-287.8pp | 36.46%-22.2pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,133 | $636+78.3% | $1,790-36.7% | $3,835-70.4% |
| Admin fee / account holder | $141 | $2,105-93.3% | $2,495-94.4% | $1,002-85.9% |