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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $602 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,546 | $64,909-71.4% | $82,312-77.5% | $62,293-70.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.20% | 21.18%-7.0pp | 25.88%-11.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,358 | $1,676-19.0% | $2,428-44.1% | $2,042-33.5% |
| Participant deferral / active EE | $1,908 | $3,103-38.5% | $3,706-48.5% | $3,169-39.8% |
| Admin fee / account holder | $52 | $440-88.2% | $5,608-99.1% | $479-89.2% |