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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,897 | $59,402-78.3% | $93,654-86.2% | $74,546-82.7% |
| Participation rate | 90.5% | 59.7%+30.8pp | 68.7%+21.8pp | 67.2%+23.3pp |
| Annual return | 12.39% | 81.86%-69.5pp | 133.34%-121.0pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,044 | $3,049-65.8% | $4,413-76.3% | $4,347-76.0% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |