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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,276 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | 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).
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 | $9,117 | $80,781-88.7% | $102,437-91.1% | $74,478-87.8% |
| Participation rate | 88.7% | 65.7%+23.1pp | 74.5%+14.2pp | 67.2%+21.5pp |
| Annual return | 10.35% | 27.58%-17.2pp | 24.95%-14.6pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,897 | $3,862-50.9% | $5,060-62.5% | $4,350-56.4% |
| Admin fee / account holder | $15 | $2,372-99.4% | $8,388-99.8% | $1,946-99.2% |