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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,668 |
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 | $3,544 | $30,421-88.3% | $56,077-93.7% | $74,429-95.2% |
| Participation rate | 90.2% | 32.9%+57.3pp | 52.5%+37.7pp | 67.2%+23.0pp |
| Annual return | 5.39% | 24.94%-19.5pp | 1709.28%-1703.9pp | 1368.38%-1363.0pp |
| Employer contribution / active EE | $269 | $610-55.9% | $1,040-74.1% | $2,625-89.8% |
| Participant deferral / active EE | $1,254 | $1,175+6.7% | $1,954-35.8% | $4,348-71.2% |
| Admin fee / account holder | $54 | $2,363-97.7% | $2,825-98.1% | $1,944-97.2% |