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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $107,879 |
ADP BROKER-DEALER4 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 | $3,408 | $56,540-94.0% | $185,849-98.2% | $86,821-96.1% |
| Participation rate | 83.0% | 65.5%+17.5pp | 81.7%+1.3pp | 72.3%+10.8pp |
| Annual return | 8.85% | 118.20%-109.4pp | 122.10%-113.2pp | 97.94%-89.1pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,838 | $2,555-28.1% | $5,569-67.0% | $4,132-55.5% |
| Admin fee / account holder | $156 | $150+4.0% | $16,244-99.0% | $170-8.2% |