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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $950 |
ADP BROKER-DEALER2+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,707 | $55,449-93.3% | $83,831-95.6% | $56,289-93.4% |
| Participation rate | 73.4% | 68.0%+5.4pp | 76.1%-2.7pp | 69.9%+3.6pp |
| Annual return | -16.56% | -1.38%-15.2pp | 850.99%-867.5pp | -9.96%-6.6pp |
| Employer contribution / active EE | $580 | $2,430-76.1% | $3,631-84.0% | $2,111-72.5% |
| Participant deferral / active EE | $1,744 | $2,935-40.6% | $4,082-57.3% | $3,350-47.9% |
| Admin fee / account holder | $6 | $656-99.1% | $5,479-99.9% | $521-98.8% |