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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,504 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,875 | $36,767-70.4% | $81,473-86.7% | $62,293-82.5% |
| Participation rate | 87.0% | 54.4%+32.5pp | 68.0%+19.0pp | 69.5%+17.4pp |
| Annual return | 13.91% | 173.80%-159.9pp | 38.78%-24.9pp | 28.90%-15.0pp |
| Employer contribution / active EE | $278 | $1,128-75.4% | $2,568-89.2% | $2,042-86.4% |
| Participant deferral / active EE | $2,023 | $2,111-4.1% | $3,537-42.8% | $3,169-36.2% |
| Admin fee / account holder | $64 | $797-91.9% | $4,561-98.6% | $479-86.6% |