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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,028 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CENTAURUS FINANCIAL INC2+ years Filed as: CENTAURUS FINANCIAL Service code 49 2777 PARADISE RD UNIT 2002 · LAS VEGAS, NV 89109 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $12,576 | $37,044-66.1% | $71,796-82.5% | $57,658-78.2% |
| Participation rate | 28.4% | 61.1%-32.7pp | 69.1%-40.7pp | 70.2%-41.8pp |
| Annual return | 6.05% | 12.64%-6.6pp | 78.04%-72.0pp | 5.13%+0.9pp |
| Employer contribution / active EE | $193 | $720-73.1% | $1,924-89.9% | $1,974-90.2% |
| Participant deferral / active EE | $580 | $1,974-70.6% | $2,794-79.3% | $3,061-81.1% |
| Admin fee / account holder | $21 | $101-78.9% | $4,815-99.6% | $95-77.4% |