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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $385 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,607 | $47,922-92.5% | $75,886-95.2% | $65,185-94.5% |
| Participation rate | 89.6% | 63.0%+26.6pp | 69.3%+20.3pp | 70.2%+19.4pp |
| Annual return | 16.19% | 24.12%-7.9pp | 30.76%-14.6pp | 29.38%-13.2pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,112 | $2,550-56.4% | $3,603-69.1% | $3,514-68.4% |
| Admin fee / account holder | $3 | $532-99.5% | $5,418-100.0% | $847-99.7% |