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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,139 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,362 | $45,123-1.7% | $85,240-48.0% | $74,478-40.4% |
| Participation rate | 72.0% | 49.4%+22.7pp | 67.5%+4.5pp | 67.2%+4.8pp |
| Annual return | 14.20% | 26.32%-12.1pp | 66.75%-52.6pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $1,761 | $1,459+20.8% | $2,735-35.6% | $2,626-32.9% |
| Participant deferral / active EE | $4,087 | $2,736+49.4% | $4,527-9.7% | $4,350-6.0% |
| Admin fee / account holder | $388 | $2,215-82.5% | $6,165-93.7% | $1,946-80.0% |