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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,389 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,133 | $143,525-97.1% | $379,746-98.9% | $90,274-95.4% |
| Participation rate | 81.4% | 82.9%-1.5pp | 78.4%+3.0pp | 73.4%+8.0pp |
| Annual return | 148.95% | 18.97%+130.0pp | 34.90%+114.0pp | 53.97%+95.0pp |
| Employer contribution / active EE | $0 | $3,201-100.0% | $3,540-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,564 | $5,231-70.1% | $6,024-74.0% | $4,231-63.0% |
| Admin fee / account holder | $3 | $100-97.1% | $7,927-100.0% | $114-97.4% |