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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,798 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,285 | $27,800-91.8% | $58,561-96.1% | $71,511-96.8% |
| Participation rate | 80.9% | 34.6%+46.3pp | 50.9%+30.0pp | 67.9%+12.9pp |
| Annual return | 16.77% | 26.80%-10.0pp | 4251.33%-4234.6pp | 28.86%-12.1pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $999 | $1,208-17.3% | $1,923-48.1% | $4,291-76.7% |
| Admin fee / account holder | $19 | $1,637-98.9% | $2,520-99.3% | $1,588-98.8% |