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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,600 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES2+ years Service code 49 608 LAS JUNTAS ST · MARTINEZ, CA 94553 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,797 | $36,694-13.3% | $40,145,923-99.9% | $55,167-42.4% |
| Participation rate | 26.5% | 57.2%-30.7pp | 68.4%-41.9pp | 69.0%-42.5pp |
| Annual return | 5.13% | 10.16%-5.0pp | 5.24%-0.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $404 | $1,135-64.4% | $1,844-78.1% | $1,963-79.4% |
| Participant deferral / active EE | $1,243 | $1,679-26.0% | $2,591-52.0% | $3,054-59.3% |
| Admin fee / account holder | $24 | $175-86.6% | $2,903-99.2% | $504-95.3% |