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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $225 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,506 | $80,753-35.0% | $136,298-61.5% | $62,293-15.7% |
| Participation rate | 83.2% | 73.5%+9.6pp | 81.9%+1.2pp | 69.5%+13.7pp |
| Annual return | 26.26% | 35.83%-9.6pp | 5156.27%-5130.0pp | 28.90%-2.6pp |
| Employer contribution / active EE | $354 | $2,884-87.7% | $4,696-92.5% | $2,042-82.6% |
| Participant deferral / active EE | $3,620 | $5,164-29.9% | $6,247-42.1% | $3,169+14.2% |
| Admin fee / account holder | $38 | $525-92.8% | $9,244-99.6% | $479-92.1% |