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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,369 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,057 | $101,317-89.1% | $146,958-92.5% | $74,495-85.2% |
| Participation rate | 71.4% | 75.5%-4.1pp | 82.2%-10.7pp | 67.2%+4.2pp |
| Annual return | 15.37% | 8730.91%-8715.5pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $472 | $3,810-87.6% | $4,933-90.4% | $2,623-82.0% |
| Participant deferral / active EE | $2,440 | $7,303-66.6% | $8,070-69.8% | $4,346-43.9% |
| Admin fee / account holder | $16 | $1,739-99.1% | $12,998-99.9% | $1,942-99.2% |