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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $371 |
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 | $7,542 | $73,839-89.8% | $143,788-94.8% | $68,495-89.0% |
| Participation rate | 77.4% | 66.7%+10.8pp | 80.3%-2.9pp | 67.9%+9.5pp |
| Annual return | -13.28% | 1.01%-14.3pp | -0.03%-13.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $896 | $3,184-71.9% | $4,952-81.9% | $2,596-65.5% |
| Participant deferral / active EE | $3,382 | $3,384-0.1% | $5,638-40.0% | $4,028-16.0% |
| Admin fee / account holder | $55 | $5,755-99.1% | $14,675-99.6% | $5,403-99.0% |