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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,021 |
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).
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 | $4,467 | $69,511-93.6% | $94,672-95.3% | $71,529-93.8% |
| Participation rate | 90.6% | 78.4%+12.2pp | 80.8%+9.8pp | 67.9%+22.7pp |
| Annual return | 23.07% | 29.67%-6.6pp | 156.89%-133.8pp | 28.97%-5.9pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,774 | $7,348-62.2% | $7,417-62.6% | $4,291-35.4% |
| Admin fee / account holder | $12 | $1,211-99.0% | $7,222-99.8% | $1,588-99.2% |