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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,615 |
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).
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 | $1,490 | $23,224-93.6% | $71,089-97.9% | $55,725-97.3% |
| Participation rate | 77.1% | 37.9%+39.2pp | 54.6%+22.4pp | 70.9%+6.2pp |
| Annual return | -16.58% | -2.87%-13.7pp | 650.65%-667.2pp | 244.93%-261.5pp |
| Employer contribution / active EE | $375 | $436-14.1% | $1,088-65.5% | $2,078-82.0% |
| Participant deferral / active EE | $862 | $929-7.2% | $1,873-54.0% | $3,356-74.3% |
| Admin fee / account holder | $4 | $118-96.3% | $3,082-99.9% | $115-96.3% |