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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,112 |
ADP BROKER-DEALER3+ 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).
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 | $4,891 | $42,548-88.5% | $74,551-93.4% | $56,289-91.3% |
| Participation rate | 86.2% | 60.5%+25.7pp | 69.1%+17.0pp | 69.9%+16.3pp |
| Annual return | -12.34% | 12.40%-24.7pp | 32.53%-44.9pp | -9.96%-2.4pp |
| Employer contribution / active EE | $321 | $855-62.4% | $1,961-83.6% | $2,111-84.8% |
| Participant deferral / active EE | $2,538 | $2,277+11.5% | $3,108-18.3% | $3,350-24.2% |
| Admin fee / account holder | $10 | $467-97.9% | $5,059-99.8% | $521-98.1% |