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| Provider | Service type | Compensation |
|---|---|---|
WOODRUFF SAWYER & CO1 year Service code 15 · EIN 45-5618373 | Recordkeeping | $7,269 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,775 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | 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 | $11,954 | $31,424-62.0% | $81,473-85.3% | $69,631-82.8% |
| Participation rate | 38.4% | 50.8%-12.4pp | 68.0%-29.5pp | 70.7%-32.3pp |
| Annual return | 12.27% | 22.44%-10.2pp | 38.78%-26.5pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $246 | $1,029-76.0% | $2,568-90.4% | $2,032-87.9% |
| Participant deferral / active EE | $1,707 | $1,838-7.2% | $3,537-51.7% | $3,224-47.1% |
| Admin fee / account holder | $65 | $103-36.4% | $4,561-98.6% | $110-40.9% |