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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,400 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,343 | $79,181-80.6% | $102,423-85.0% | $74,429-79.4% |
| Participation rate | 96.3% | 74.8%+21.5pp | 76.5%+19.8pp | 67.2%+29.1pp |
| Annual return | 13.82% | 54.97%-41.2pp | 29.42%-15.6pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $1,397 | $2,362-40.8% | $3,023-53.8% | $2,625-46.8% |
| Participant deferral / active EE | $1,897 | $4,416-57.0% | $5,054-62.5% | $4,348-56.4% |
| Admin fee / account holder | $82 | $2,002-95.9% | $9,455-99.1% | $1,944-95.8% |