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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,172 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,255 | $87,125-72.2% | $108,405-77.6% | $86,821-72.1% |
| Participation rate | 88.4% | 80.5%+7.9pp | 80.1%+8.3pp | 72.3%+16.1pp |
| Annual return | 73.44% | 25.21%+48.2pp | 905.55%-832.1pp | 97.94%-24.5pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,559-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $7,814 | $6,944+12.5% | $6,563+19.1% | $4,132+89.1% |
| Admin fee / account holder | $11 | $130-91.9% | $7,297-99.9% | $170-93.8% |