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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,240 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,218 | $73,102-80.6% | $123,552-88.5% | $56,287-74.7% |
| Participation rate | 88.1% | 74.3%+13.8pp | 82.3%+5.8pp | 69.9%+18.2pp |
| Annual return | -9.94% | 3.01%-12.9pp | 119.20%-129.1pp | -9.96%0pp |
| Employer contribution / active EE | $2,059 | $2,977-30.8% | $4,628-55.5% | $2,111-2.5% |
| Participant deferral / active EE | $5,036 | $5,423-7.1% | $6,426-21.6% | $3,350+50.3% |
| Admin fee / account holder | $35 | $554-93.6% | $9,285-99.6% | $521-93.2% |