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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,011 |
ADP BROKER-DEALER2+ 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $2,537 | $35,485-92.9% | $74,551-96.6% | $55,725-95.4% |
| Participation rate | 86.8% | 62.5%+24.3pp | 69.1%+17.7pp | 70.9%+16.0pp |
| Annual return | -15.54% | 0.72%-16.3pp | 32.53%-48.1pp | 244.93%-260.5pp |
| Employer contribution / active EE | $417 | $777-46.4% | $1,961-78.7% | $2,078-79.9% |
| Participant deferral / active EE | $1,683 | $2,181-22.8% | $3,108-45.8% | $3,356-49.8% |
| Admin fee / account holder | $3 | $114-97.7% | $5,059-99.9% | $115-97.7% |