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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,109 | $102,429-78.4% | $147,096-85.0% | $80,925-72.7% |
| Participation rate | 80.3% | 75.9%+4.4pp | 82.2%-1.9pp | 67.7%+12.6pp |
| Annual return | 11.23% | 135.02%-123.8pp | 419.75%-408.5pp | 35.65%-24.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,767 | $6,649+1.8% | $8,071-16.2% | $4,299+57.4% |
| Admin fee / account holder | $116 | $7,957-98.5% | $13,005-99.1% | $6,940-98.3% |