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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,947 |
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 | $5,871 | $71,872-91.8% | $86,691-93.2% | $68,495-91.4% |
| Participation rate | 98.3% | 72.2%+26.0pp | 76.6%+21.7pp | 67.9%+30.4pp |
| Annual return | -16.33% | 3.53%-19.9pp | 35.94%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $761 | $2,173-65.0% | $2,837-73.2% | $2,596-70.7% |
| Participant deferral / active EE | $2,893 | $3,779-23.4% | $4,656-37.9% | $4,028-28.2% |
| Admin fee / account holder | $31 | $6,112-99.5% | $7,492-99.6% | $5,403-99.4% |