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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,873 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 223 MAIN ST · IMPERIAL, PA 15126 | Other Services | $0 |
Employer contribution per participant 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 | $11,599 | $84,936-86.3% | $111,308-89.6% | $79,391-85.4% |
| Participation rate | 82.8% | 75.9%+6.9pp | 77.3%+5.4pp | 70.7%+12.0pp |
| Annual return | 13.92% | 17.45%-3.5pp | 54.67%-40.7pp | 116.88%-103.0pp |
| Employer contribution / active EE | $364 | $1,979-81.6% | $2,732-86.7% | $2,428-85.0% |
| Participant deferral / active EE | $2,248 | $3,888-42.2% | $4,487-49.9% | $4,046-44.4% |
| Admin fee / account holder | $33 | $537-93.9% | $7,965-99.6% | $627-94.8% |