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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,979 | $60,323-96.7% | $81,812-97.6% | $74,495-97.3% |
| Participation rate | 75.6% | 62.9%+12.7pp | 72.3%+3.2pp | 67.2%+8.4pp |
| Annual return | -8.58% | 16.90%-25.5pp | 773.79%-782.4pp | 1364.94%-1373.5pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $980 | $3,387-71.1% | $4,319-77.3% | $4,346-77.4% |
| Admin fee / account holder | $36 | $1,486-97.6% | $7,386-99.5% | $1,942-98.1% |