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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,083 | $58,895-62.5% | $178,503-87.6% | $73,497-70.0% |
| Participation rate | 75.1% | 66.2%+8.9pp | 81.9%-6.8pp | 70.7%+4.5pp |
| Annual return | 1.87% | 24.86%-23.0pp | 151.12%-149.2pp | 28.51%-26.6pp |
| Employer contribution / active EE | $1,633 | $2,236-26.9% | $5,011-67.4% | $2,270-28.0% |
| Participant deferral / active EE | $2,020 | $2,567-21.3% | $5,202-61.2% | $3,740-46.0% |
| Admin fee / account holder | $18 | $400-95.4% | $13,987-99.9% | $513-96.4% |