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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $8,696 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $725 |
ADP BROKER-DEALER1 year 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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,201 | $50,898-74.1% | $171,082-92.3% | $55,167-76.1% |
| Participation rate | 62.2% | 63.3%-1.1pp | 76.7%-14.5pp | 69.0%-6.8pp |
| Annual return | 2.09% | 15.34%-13.3pp | 32.56%-30.5pp | 169.23%-167.1pp |
| Employer contribution / active EE | $1,210 | $1,433-15.6% | $4,002-69.8% | $1,963-38.4% |
| Participant deferral / active EE | $1,175 | $2,994-60.8% | $4,797-75.5% | $3,054-61.5% |
| Admin fee / account holder | $7 | $500-98.6% | $8,520-99.9% | $504-98.6% |