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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,650 |
Participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $2,190 | $127,218-98.3% | $392,568-99.4% | $77,775-97.2% |
| Participation rate | 74.8% | 82.0%-7.2pp | 78.1%-3.3pp | 73.2%+1.6pp |
| Annual return | 329.68% | 25.27%+304.4pp | 24.42%+305.3pp | 32.58%+297.1pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $3,783-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,282 | $4,820-73.4% | $5,985-78.6% | $3,966-67.7% |
| Admin fee / account holder | $2 | $89-97.4% | $6,260-100.0% | $100-97.7% |