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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,121 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,731 | $42,367-91.2% | $79,583-95.3% | $64,824-94.2% |
| Participation rate | 77.9% | 64.7%+13.2pp | 69.5%+8.4pp | 71.5%+6.5pp |
| Annual return | -16.66% | -12.24%-4.4pp | 0.16%-16.8pp | 32.84%-49.5pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,414-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,903 | $3,168-39.9% | $3,986-52.2% | $4,311-55.9% |
| Admin fee / account holder | $60 | $160-62.2% | $6,835-99.1% | $188-67.8% |