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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,464 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,754 | $55,902-89.7% | $76,030-92.4% | $80,959-92.9% |
| Participation rate | 86.1% | 62.1%+24.0pp | 69.1%+17.0pp | 67.7%+18.4pp |
| Annual return | 10.96% | 20.59%-9.6pp | 361.54%-350.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,226 | $1,867-34.3% | $2,688-54.4% | $2,757-55.5% |
| Participant deferral / active EE | $1,546 | $3,051-49.3% | $4,257-63.7% | $4,300-64.0% |
| Admin fee / account holder | $34 | $5,239-99.4% | $6,421-99.5% | $6,925-99.5% |