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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,788 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,101 | $50,458-62.1% | $160,009-88.1% | $64,819-70.5% |
| Participation rate | 46.0% | 68.0%-22.0pp | 78.0%-32.0pp | 71.5%-25.5pp |
| Annual return | 78.33% | -13.42%+91.8pp | 408.85%-330.5pp | 32.84%+45.5pp |
| Employer contribution / active EE | $1,230 | $1,722-28.6% | $4,225-70.9% | $2,507-50.9% |
| Participant deferral / active EE | $2,346 | $4,004-41.4% | $6,183-62.1% | $4,311-45.6% |
| Admin fee / account holder | $23 | $706-96.7% | $8,715-99.7% | $188-87.6% |