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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,106 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
FIRST ALLIED SECURITIES INC4 years Filed as: FIRST ALLIED SECURITIES Service code 49 34 WEST LANCASTER AVENUE · SHILLINGTON, PA 19607 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,071 | $62,177-79.0% | $81,370-83.9% | $74,478-82.4% |
| Participation rate | 59.6% | 64.1%-4.5pp | 69.5%-9.9pp | 67.2%-7.6pp |
| Annual return | 12.67% | 16.62%-3.9pp | 24.85%-12.2pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,742 | $3,219-45.9% | $3,885-55.2% | $4,350-60.0% |
| Admin fee / account holder | $14 | $1,927-99.3% | $5,749-99.8% | $1,946-99.3% |