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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $8,967 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,042 |
ADP BROKER-DEALER3 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.
Participant contribution per participant 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 | $40,231 | $47,648-15.6% | $130,660-69.2% | $67,579-40.5% |
| Participation rate | 11.0% | 60.4%-49.4pp | 71.7%-60.7pp | 71.3%-60.2pp |
| Annual return | 21.35% | 25.73%-4.4pp | 1709.29%-1687.9pp | 378.56%-357.2pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $553 | $2,616-78.9% | $3,603-84.6% | $3,539-84.4% |
| Admin fee / account holder | $126 | $105+20.0% | $5,463-97.7% | $142-11.4% |