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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $50 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,158 | $46,732-86.8% | $156,549-96.1% | $55,167-88.8% |
| Participation rate | 81.9% | 65.8%+16.1pp | 84.0%-2.1pp | 69.0%+12.9pp |
| Annual return | 3.24% | 17.72%-14.5pp | 32.23%-29.0pp | 169.23%-166.0pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,140 | $2,204-48.3% | $4,871-76.6% | $3,054-62.7% |
| Admin fee / account holder | $52 | $418-87.6% | $13,027-99.6% | $504-89.7% |