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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $495 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer 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).
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 | $9,284 | $73,638-87.4% | $95,956-90.3% | $73,493-87.4% |
| Participation rate | 85.3% | 76.2%+9.1pp | 77.1%+8.2pp | 70.7%+14.6pp |
| Annual return | 15.49% | 16.78%-1.3pp | 91.63%-76.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $124 | $1,863-93.3% | $2,541-95.1% | $2,270-94.5% |
| Participant deferral / active EE | $2,203 | $3,617-39.1% | $4,167-47.1% | $3,740-41.1% |
| Admin fee / account holder | $3 | $482-99.3% | $6,797-99.9% | $513-99.3% |