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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,726 |
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 | $8,005 | $73,638-89.1% | $108,410-92.6% | $79,393-89.9% |
| Participation rate | 84.2% | 77.4%+6.8pp | 80.1%+4.0pp | 70.7%+13.5pp |
| Annual return | 21.96% | 33.27%-11.3pp | 905.34%-883.4pp | 116.87%-94.9pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,296 | $6,218-30.9% | $6,562-34.5% | $4,046+6.2% |
| Admin fee / account holder | $36 | $638-94.3% | $7,296-99.5% | $627-94.2% |