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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $12,562 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,492 |
ADP BROKER-DEALER9+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,663 | $59,093-83.6% | $97,295-90.1% | $77,762-87.6% |
| Participation rate | 88.9% | 67.8%+21.1pp | 72.7%+16.2pp | 70.6%+18.3pp |
| Annual return | 11.59% | 16.93%-5.3pp | 75.62%-64.0pp | 31.27%-19.7pp |
| Employer contribution / active EE | $804 | $1,727-53.4% | $2,723-70.5% | $2,728-70.5% |
| Participant deferral / active EE | $2,041 | $3,901-47.7% | $4,264-52.1% | $4,651-56.1% |
| Admin fee / account holder | $71 | $346-79.4% | $5,646-98.7% | $433-83.5% |