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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,207 |
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $467 | $61,356-99.2% | $149,696-99.7% | $71,511-99.3% |
| Participation rate | 87.0% | 62.5%+24.5pp | 78.8%+8.3pp | 67.9%+19.1pp |
| Annual return | 0.00% | 35.86%-35.9pp | 134.46%-134.5pp | 28.86%-28.9pp |
| Employer contribution / active EE | $418 | $2,382-82.4% | $4,821-91.3% | $2,589-83.8% |
| Participant deferral / active EE | $83 | $2,920-97.1% | $5,682-98.5% | $4,291-98.1% |
| Admin fee / account holder | $68 | $1,263-94.6% | $13,212-99.5% | $1,588-95.7% |