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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $74,788 |
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,461 | $64,286-88.4% | $90,970-91.8% | $73,412-89.8% |
| Participation rate | 88.8% | 63.6%+25.3pp | 69.0%+19.8pp | 72.2%+16.7pp |
| Annual return | 51.94% | 21.46%+30.5pp | 134.60%-82.7pp | 59.30%-7.4pp |
| Employer contribution / active EE | $120 | $895-86.6% | $2,122-94.3% | $2,234-94.6% |
| Participant deferral / active EE | $3,411 | $2,453+39.0% | $3,373+1.1% | $3,806-10.4% |
| Admin fee / account holder | $84 | $287-70.9% | $5,961-98.6% | $158-47.0% |