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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,638 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,664 | $54,679-87.8% | $76,119-91.2% | $74,459-91.1% |
| Participation rate | 93.1% | 60.3%+32.8pp | 69.1%+24.0pp | 67.2%+25.9pp |
| Annual return | 10.37% | 31.90%-21.5pp | 361.25%-350.9pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $678 | $1,781-61.9% | $2,693-74.8% | $2,626-74.2% |
| Participant deferral / active EE | $1,335 | $3,072-56.6% | $4,259-68.7% | $4,350-69.3% |
| Admin fee / account holder | $14 | $2,238-99.4% | $6,421-99.8% | $1,945-99.3% |