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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,327 |
ADP BROKER-DEALER6+ 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $3,731 | $129,239-97.1% | $93,419-96.0% | $158,966-97.7% |
| Participation rate | 100.0% | 70.9%+29.1pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 12.41% | 118.21%-105.8pp | 78.05%-65.6pp | 302.95%-290.5pp |
| Employer contribution / active EE | $874 | $2,711-67.8% | $2,075-57.9% | $4,762-81.7% |
| Participant deferral / active EE | $4,398 | $3,909+12.5% | $3,126+40.7% | $5,983-26.5% |
| Admin fee / account holder | $8 | $7,383-99.9% | $5,230-99.8% | $11,250-99.9% |