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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,402 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 1645 VILLAGE CENTER CIRCLE · LAS VEGAS, NV 89134 | Other Services | $0 |
Annual investment return 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 | $3,107 | $36,767-91.5% | $81,473-96.2% | $62,293-95.0% |
| Participation rate | 93.6% | 54.4%+39.1pp | 68.0%+25.6pp | 69.5%+24.1pp |
| Annual return | 13.60% | 173.80%-160.2pp | 38.78%-25.2pp | 28.90%-15.3pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,395 | $2,111-33.9% | $3,537-60.6% | $3,169-56.0% |
| Admin fee / account holder | $23 | $797-97.1% | $4,561-99.5% | $479-95.2% |