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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,135 |
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).
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 | $12,057 | $61,214-80.3% | $83,327-85.5% | $56,289-78.6% |
| Participation rate | 74.1% | 72.6%+1.6pp | 77.8%-3.6pp | 69.9%+4.3pp |
| Annual return | -11.80% | 0.42%-12.2pp | 10.64%-22.4pp | -9.96%-1.8pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,909 | $5,091-3.6% | $5,565-11.8% | $3,350+46.5% |
| Admin fee / account holder | $39 | $512-92.4% | $7,540-99.5% | $521-92.5% |