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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,115 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,500 | $79,523-80.5% | $140,019-88.9% | $56,287-72.5% |
| Participation rate | 76.2% | 85.7%-9.5pp | 87.5%-11.3pp | 69.9%+6.3pp |
| Annual return | -10.56% | 2.39%-13.0pp | 651.15%-661.7pp | -9.96%-0.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,175 | $5,129-18.6% | $6,927-39.7% | $3,350+24.6% |
| Admin fee / account holder | $129 | $614-79.0% | $10,705-98.8% | $521-75.2% |