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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,565 |
ADP BROKER-DEALER2 years Service code 59 | Shareholder Servicing | $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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,906 | $47,977-75.2% | $154,108-92.3% | $56,289-78.8% |
| Participation rate | 71.7% | 66.2%+5.5pp | 83.0%-11.4pp | 69.9%+1.8pp |
| Annual return | -12.81% | 3.54%-16.3pp | 735.21%-748.0pp | -9.96%-2.9pp |
| Employer contribution / active EE | $2,539 | $2,169+17.1% | $5,298-52.1% | $2,111+20.3% |
| Participant deferral / active EE | $3,315 | $2,392+38.6% | $5,081-34.8% | $3,350-1.1% |
| Admin fee / account holder | $26 | $438-94.0% | $13,411-99.8% | $521-94.9% |