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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 | $54,558-87.8% | $76,051-91.2% | $74,400-91.0% |
| Participation rate | 93.1% | 60.3%+32.8pp | 69.1%+24.0pp | 67.2%+25.9pp |
| Annual return | 10.37% | 31.83%-21.5pp | 360.42%-350.0pp | 1367.51%-1357.1pp |
| Employer contribution / active EE | $678 | $1,778-61.8% | $2,690-74.8% | $2,624-74.2% |
| Participant deferral / active EE | $1,335 | $3,065-56.5% | $4,257-68.7% | $4,348-69.3% |
| Admin fee / account holder | $14 | $2,232-99.4% | $6,416-99.8% | $1,944-99.3% |