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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,462 | $80,724-73.4% | $103,333-79.2% | $74,495-71.2% |
| Participation rate | 89.1% | 65.7%+23.4pp | 74.5%+14.6pp | 67.2%+21.9pp |
| Annual return | 9.88% | 27.56%-17.7pp | 24.88%-15.0pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $1,129 | $3,157-64.2% | $3,868-70.8% | $2,623-56.9% |
| Participant deferral / active EE | $4,129 | $3,860+7.0% | $5,057-18.4% | $4,346-5.0% |
| Admin fee / account holder | $25 | $2,368-98.9% | $8,355-99.7% | $1,942-98.7% |