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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,057 |
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).
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 | $707 | $28,601-97.5% | $71,778-99.0% | $66,949-98.9% |
| Participation rate | 89.6% | 56.7%+32.9pp | 62.3%+27.3pp | 69.8%+19.8pp |
| Annual return | -38.18% | -10.90%-27.3pp | 9.15%-47.3pp | 1.57%-39.7pp |
| Employer contribution / active EE | $0 | $1,104-100.0% | $1,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $697 | $1,912-63.5% | $2,656-73.8% | $4,239-83.6% |
| Admin fee / account holder | $19 | $506-96.2% | $3,974-99.5% | $594-96.7% |