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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,029 |
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 | $5,473 | $51,083-89.3% | $70,548-92.2% | $71,495-92.3% |
| Participation rate | 94.6% | 59.4%+35.3pp | 68.3%+26.3pp | 67.9%+26.7pp |
| Annual return | 15.82% | 42.64%-26.8pp | 32.78%-17.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $830 | $1,791-53.7% | $2,975-72.1% | $2,589-68.0% |
| Participant deferral / active EE | $1,540 | $3,028-49.2% | $4,567-66.3% | $4,291-64.1% |
| Admin fee / account holder | $11 | $1,995-99.4% | $6,424-99.8% | $1,588-99.3% |