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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,516 |
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 | $6,317 | $86,949-92.7% | $102,460-93.8% | $80,959-92.2% |
| Participation rate | 79.3% | 72.4%+7.0pp | 76.5%+2.8pp | 67.7%+11.7pp |
| Annual return | 13.97% | 18.89%-4.9pp | 29.47%-15.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,741 | $4,121-33.5% | $5,056-45.8% | $4,300-36.2% |
| Admin fee / account holder | $41 | $8,048-99.5% | $9,460-99.6% | $6,925-99.4% |