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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,944 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
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 | $4,528 | $50,898-91.1% | $171,082-97.4% | $55,167-91.8% |
| Participation rate | 78.6% | 63.3%+15.4pp | 76.7%+1.9pp | 69.0%+9.6pp |
| Annual return | -0.38% | 15.34%-15.7pp | 32.56%-32.9pp | 169.23%-169.6pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,002 | $2,994-33.1% | $4,797-58.3% | $3,054-34.5% |
| Admin fee / account holder | $64 | $500-87.1% | $8,520-99.2% | $504-87.2% |