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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,325 |
ADP BROKER-DEALER6+ 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 | $10,239 | $51,288-80.0% | $81,982-87.5% | $73,412-86.1% |
| Participation rate | 72.7% | 64.0%+8.8pp | 69.3%+3.5pp | 72.2%+0.6pp |
| Annual return | 5.72% | 29.48%-23.8pp | 41.31%-35.6pp | 59.30%-53.6pp |
| Employer contribution / active EE | $619 | $1,487-58.4% | $2,498-75.2% | $2,234-72.3% |
| Participant deferral / active EE | $2,136 | $2,715-21.3% | $3,722-42.6% | $3,806-43.9% |
| Admin fee / account holder | $46 | $125-63.1% | $5,665-99.2% | $158-70.7% |