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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,039 |
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).
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 | $7,043 | $42,810-83.5% | $169,452-95.8% | $55,725-87.4% |
| Participation rate | 82.5% | 64.7%+17.7pp | 77.8%+4.7pp | 70.9%+11.6pp |
| Annual return | 17.11% | -3.61%+20.7pp | 1.83%+15.3pp | 244.93%-227.8pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $4,157-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,336 | $3,141+38.0% | $5,277-17.8% | $3,356+29.2% |
| Admin fee / account holder | $3 | $106-97.0% | $9,110-100.0% | $115-97.2% |