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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,343 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,929 | $121,341-87.7% | $189,513-92.1% | $79,386-81.2% |
| Participation rate | 89.8% | 86.1%+3.7pp | 87.8%+2.0pp | 70.7%+19.1pp |
| Annual return | 21.60% | 21.08%+0.5pp | 555.15%-533.5pp | 116.85%-95.2pp |
| Employer contribution / active EE | $0 | $3,915-100.0% | $6,162-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $7,165 | $6,395+12.0% | $8,221-12.8% | $4,046+77.1% |
| Admin fee / account holder | $22 | $651-96.6% | $12,045-99.8% | $626-96.4% |