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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,557 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
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 | $7,611 | $65,582-88.4% | $64,101-88.1% | $71,511-89.4% |
| Participation rate | 85.7% | 73.2%+12.5pp | 72.3%+13.3pp | 67.9%+17.7pp |
| Annual return | 17.95% | 18.96%-1.0pp | 33.72%-15.8pp | 28.86%-10.9pp |
| Employer contribution / active EE | $681 | $2,671-74.5% | $2,749-75.2% | $2,589-73.7% |
| Participant deferral / active EE | $1,123 | $3,628-69.1% | $3,881-71.1% | $4,291-73.8% |
| Admin fee / account holder | $21 | $616-96.6% | $3,070-99.3% | $1,588-98.7% |