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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,225 |
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).
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 | $7,112 | $68,996-89.7% | $159,991-95.6% | $68,495-89.6% |
| Participation rate | 97.6% | 65.4%+32.2pp | 78.0%+19.6pp | 67.9%+29.7pp |
| Annual return | -19.83% | -9.65%-10.2pp | 408.82%-428.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $561 | $2,212-74.6% | $4,225-86.7% | $2,596-78.4% |
| Participant deferral / active EE | $6,468 | $4,211+53.6% | $6,183+4.6% | $4,028+60.6% |
| Admin fee / account holder | $44 | $4,797-99.1% | $8,715-99.5% | $5,403-99.2% |