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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,144 |
Annual investment return 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 | $2,832 | $26,549-89.3% | $61,399-95.4% | $66,930-95.8% |
| Participation rate | 75.1% | 38.1%+37.0pp | 52.6%+22.5pp | 69.8%+5.3pp |
| Annual return | -22.90% | -16.21%-6.7pp | 338.81%-361.7pp | 1.57%-24.5pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,715 | $1,338+28.2% | $2,124-19.2% | $4,238-59.5% |
| Admin fee / account holder | $40 | $409-90.1% | $2,131-98.1% | $593-93.2% |