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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,414 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,689 | $55,415-87.9% | $155,509-95.7% | $74,495-91.0% |
| Participation rate | 75.6% | 61.9%+13.7pp | 78.2%-2.6pp | 67.2%+8.4pp |
| Annual return | 11.02% | 268.50%-257.5pp | 64.67%-53.6pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $385 | $2,267-83.0% | $4,672-91.8% | $2,623-85.3% |
| Participant deferral / active EE | $1,444 | $2,836-49.1% | $5,626-74.3% | $4,346-66.8% |
| Admin fee / account holder | $81 | $1,738-95.3% | $15,912-99.5% | $1,942-95.8% |