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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,145 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 1801 K ST NW · WASHINGTON, DC 20006 | 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).
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 | $5,907 | $58,311-89.9% | $81,882-92.8% | $80,959-92.7% |
| Participation rate | 94.3% | 63.5%+30.8pp | 72.4%+21.9pp | 67.7%+26.6pp |
| Annual return | 24.58% | 41.85%-17.3pp | 779.47%-754.9pp | 35.67%-11.1pp |
| Employer contribution / active EE | $3,921 | $2,347+67.1% | $2,916+34.5% | $2,757+42.2% |
| Participant deferral / active EE | $2,483 | $3,287-24.5% | $4,323-42.6% | $4,300-42.3% |
| Admin fee / account holder | $8 | $4,752-99.8% | $7,360-99.9% | $6,925-99.9% |