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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $8,374 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,747 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $17,848 | $99,957-82.1% | $149,696-88.1% | $73,488-75.7% |
| Participation rate | 77.5% | 75.7%+1.8pp | 82.5%-5.0pp | 70.7%+6.8pp |
| Annual return | 12.04% | 53.87%-41.8pp | 276.60%-264.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,941 | $6,073-51.6% | $6,842-57.0% | $3,740-21.4% |
| Admin fee / account holder | $60 | $551-89.1% | $9,309-99.4% | $513-88.3% |