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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,531 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,109 | $102,317-78.4% | $146,958-85.0% | $80,856-72.7% |
| Participation rate | 80.3% | 75.8%+4.5pp | 82.2%-1.9pp | 67.6%+12.7pp |
| Annual return | 11.23% | 134.76%-123.5pp | 418.34%-407.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,767 | $6,644+1.9% | $8,070-16.1% | $4,296+57.5% |
| Admin fee / account holder | $116 | $7,941-98.5% | $12,998-99.1% | $6,918-98.3% |