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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,592 |
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 | $15,361 | $101,499-84.9% | $147,005-89.6% | $74,546-79.4% |
| Participation rate | 89.1% | 75.5%+13.5pp | 82.2%+6.9pp | 67.2%+21.9pp |
| Annual return | 15.15% | 8732.34%-8717.2pp | 418.76%-403.6pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $1,008 | $3,811-73.6% | $4,934-79.6% | $2,624-61.6% |
| Participant deferral / active EE | $3,086 | $7,304-57.7% | $8,070-61.8% | $4,347-29.0% |
| Admin fee / account holder | $75 | $1,748-95.7% | $13,006-99.4% | $1,944-96.2% |