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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,132 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $23,013 | $84,493-72.8% | $125,381-81.6% | $66,938-65.6% |
| Participation rate | 91.8% | 76.4%+15.4pp | 82.4%+9.5pp | 69.8%+22.0pp |
| Annual return | -5.73% | -8.49%+2.8pp | 572.31%-578.0pp | 1.58%-7.3pp |
| Employer contribution / active EE | $1,989 | $3,554-44.0% | $4,815-58.7% | $2,545-21.8% |
| Participant deferral / active EE | $4,600 | $6,783-32.2% | $7,448-38.2% | $4,238+8.5% |
| Admin fee / account holder | $26 | $685-96.2% | $10,007-99.7% | $594-95.6% |