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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,283 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,017 | $50,919-80.3% | $155,556-93.6% | $77,762-87.1% |
| Participation rate | 71.1% | 63.1%+8.0pp | 78.2%-7.1pp | 70.6%+0.5pp |
| Annual return | 11.99% | 34.84%-22.8pp | 64.84%-52.8pp | 31.27%-19.3pp |
| Employer contribution / active EE | $301 | $1,991-84.9% | $4,675-93.6% | $2,728-89.0% |
| Participant deferral / active EE | $998 | $2,824-64.7% | $5,631-82.3% | $4,651-78.5% |
| Admin fee / account holder | $7 | $437-98.3% | $15,885-100.0% | $433-98.3% |