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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $97,441 |
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,381 | $107,459-96.9% | $135,903-97.5% | $80,160-95.8% |
| Participation rate | 79.0% | 78.0%+0.9pp | 81.9%-3.0pp | 72.9%+6.0pp |
| Annual return | 26.46% | 91.91%-65.5pp | 68.23%-41.8pp | 40.38%-13.9pp |
| Employer contribution / active EE | $0 | $3,877-100.0% | $4,856-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,705 | $8,195-79.2% | $7,758-78.0% | $5,017-66.0% |
| Admin fee / account holder | $59 | $127-53.8% | $10,762-99.5% | $145-59.5% |