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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,975 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CENTAURUS FINANCIAL INC4+ 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 | $12,357 | $35,485-65.2% | $74,551-83.4% | $55,725-77.8% |
| Participation rate | 32.0% | 62.5%-30.6pp | 69.1%-37.2pp | 70.9%-38.9pp |
| Annual return | -1.57% | 0.72%-2.3pp | 32.53%-34.1pp | 244.93%-246.5pp |
| Employer contribution / active EE | $233 | $777-70.0% | $1,961-88.1% | $2,078-88.8% |
| Participant deferral / active EE | $744 | $2,181-65.9% | $3,108-76.1% | $3,356-77.8% |
| Admin fee / account holder | $18 | $114-83.9% | $5,059-99.6% | $115-84.0% |