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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,848 |
ADP BROKER-DEALER8+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,462 | $80,781-73.4% | $102,437-79.0% | $74,478-71.2% |
| Participation rate | 89.1% | 65.7%+23.4pp | 74.5%+14.6pp | 67.2%+21.8pp |
| Annual return | 9.88% | 27.58%-17.7pp | 24.95%-15.1pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $1,129 | $3,160-64.3% | $3,871-70.8% | $2,626-57.0% |
| Participant deferral / active EE | $4,129 | $3,862+6.9% | $5,060-18.4% | $4,350-5.1% |
| Admin fee / account holder | $25 | $2,372-98.9% | $8,388-99.7% | $1,946-98.7% |