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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $263,454 |
Participant contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,251 | $88,479-97.5% | $96,515-97.7% | $80,157-97.2% |
| Participation rate | 81.0% | 79.9%+1.1pp | 74.3%+6.7pp | 72.9%+8.1pp |
| Annual return | 27.78% | 22.53%+5.3pp | 35.73%-7.9pp | 40.39%-12.6pp |
| Employer contribution / active EE | $0 | $4,177-100.0% | $3,740-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $909 | $3,961-77.1% | $4,880-81.4% | $5,015-81.9% |
| Admin fee / account holder | $109 | $211-48.5% | $6,735-98.4% | $145-24.9% |