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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,346 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,720 | $45,863-91.9% | $77,024-95.2% | $68,494-94.6% |
| Participation rate | 71.6% | 55.9%+15.7pp | 67.9%+3.7pp | 67.9%+3.7pp |
| Annual return | -21.62% | 1.72%-23.3pp | 42.32%-63.9pp | -7.84%-13.8pp |
| Employer contribution / active EE | $794 | $1,650-51.9% | $2,812-71.8% | $2,596-69.4% |
| Participant deferral / active EE | $3,149 | $2,962+6.3% | $4,426-28.9% | $4,027-21.8% |
| Admin fee / account holder | $72 | $3,041-97.6% | $5,425-98.7% | $5,403-98.7% |