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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,311 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,979 | $60,504-96.7% | $81,882-97.6% | $74,478-97.3% |
| Participation rate | 75.6% | 62.9%+12.7pp | 72.4%+3.2pp | 67.2%+8.4pp |
| Annual return | -8.58% | 16.91%-25.5pp | 779.47%-788.1pp | 1370.56%-1379.1pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $980 | $3,400-71.2% | $4,323-77.3% | $4,350-77.5% |
| Admin fee / account holder | $36 | $1,492-97.6% | $7,360-99.5% | $1,946-98.1% |