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| Provider | Service type | Compensation |
|---|---|---|
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 | $9,326 | $52,639-82.3% | $185,117-95.0% | $62,293-85.0% |
| Participation rate | 90.3% | 63.9%+26.5pp | 77.3%+13.1pp | 69.5%+20.8pp |
| Annual return | 17.32% | 19.57%-2.3pp | 40.50%-23.2pp | 28.90%-11.6pp |
| Employer contribution / active EE | $216 | $1,483-85.4% | $4,182-94.8% | $2,042-89.4% |
| Participant deferral / active EE | $1,278 | $3,097-58.7% | $5,045-74.7% | $3,169-59.7% |
| Admin fee / account holder | $12 | $374-96.7% | $8,159-99.9% | $479-97.5% |