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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,306 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,531 | $60,393-82.6% | $81,820-87.1% | $74,429-85.9% |
| Participation rate | 96.2% | 62.9%+33.3pp | 72.4%+23.8pp | 67.2%+29.0pp |
| Annual return | 12.35% | 16.89%-4.5pp | 777.93%-765.6pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $1,352 | $2,626-48.5% | $2,915-53.6% | $2,625-48.5% |
| Participant deferral / active EE | $3,346 | $3,397-1.5% | $4,323-22.6% | $4,348-23.1% |
| Admin fee / account holder | $46 | $1,491-96.9% | $7,391-99.4% | $1,944-97.6% |