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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,084 |
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 | $26,178 | $87,733-70.2% | $106,554-75.4% | $85,851-69.5% |
| Participation rate | 74.3% | 71.9%+2.4pp | 76.1%-1.8pp | 69.3%+5.0pp |
| Annual return | 10.08% | 21.86%-11.8pp | 26.80%-16.7pp | 318.63%-308.6pp |
| Employer contribution / active EE | $1,079 | $2,073-48.0% | $2,819-61.7% | $2,565-57.9% |
| Participant deferral / active EE | $2,149 | $3,469-38.1% | $4,398-51.1% | $3,952-45.6% |
| Admin fee / account holder | $197 | $6,767-97.1% | $7,408-97.3% | $6,261-96.8% |