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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,637 |
ADP BROKER-DEALER1 year 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).
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 | $7,077 | $51,223-86.2% | $82,763-91.4% | $66,949-89.4% |
| Participation rate | 90.0% | 67.9%+22.1pp | 72.6%+17.4pp | 69.8%+20.2pp |
| Annual return | -16.52% | -9.85%-6.7pp | 702.45%-719.0pp | 1.57%-18.1pp |
| Employer contribution / active EE | $1,029 | $2,611-60.6% | $3,008-65.8% | $2,545-59.6% |
| Participant deferral / active EE | $2,273 | $3,460-34.3% | $4,395-48.3% | $4,239-46.4% |
| Admin fee / account holder | $38 | $415-90.8% | $5,325-99.3% | $594-93.5% |