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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,215 |
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).
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 | $2,490 | $42,396-94.1% | $67,313-96.3% | $56,289-95.6% |
| Participation rate | 88.3% | 61.0%+27.3pp | 69.1%+19.2pp | 69.9%+18.5pp |
| Annual return | -10.55% | -36.63%+26.1pp | -4.08%-6.5pp | -9.96%-0.6pp |
| Employer contribution / active EE | $728 | $1,414-48.5% | $2,566-71.6% | $2,111-65.5% |
| Participant deferral / active EE | $1,202 | $2,360-49.1% | $3,568-66.3% | $3,350-64.1% |
| Admin fee / account holder | $11 | $510-97.8% | $4,507-99.7% | $521-97.8% |