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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,365 |
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 | $2,817 | $50,199-94.4% | $70,098-96.0% | $66,930-95.8% |
| Participation rate | 85.4% | 66.3%+19.1pp | 70.5%+14.9pp | 69.8%+15.6pp |
| Annual return | -37.80% | -13.85%-24.0pp | 190.76%-228.6pp | 1.57%-39.4pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,560-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,330 | $3,112-25.1% | $3,849-39.5% | $4,238-45.0% |
| Admin fee / account holder | $43 | $600-92.8% | $6,266-99.3% | $593-92.8% |