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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP. LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $414 |
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,020 | $59,186-96.6% | $76,766-97.4% | $56,287-96.4% |
| Participation rate | 76.0% | 75.2%+0.8pp | 77.0%-0.9pp | 69.9%+6.2pp |
| Annual return | 0.00% | 6.62%-6.6pp | 2.43%-2.4pp | -9.96%+10.0pp |
| Employer contribution / active EE | $305 | $1,759-82.7% | $2,485-87.7% | $2,111-85.6% |
| Participant deferral / active EE | $1,765 | $3,255-45.8% | $3,851-54.2% | $3,350-47.3% |
| Admin fee / account holder | $4 | $489-99.2% | $6,675-99.9% | $521-99.3% |