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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,124 |
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 | $18,919 | $88,137-78.5% | $164,975-88.5% | $74,429-74.6% |
| Participation rate | 84.3% | 73.1%+11.2pp | 78.6%+5.7pp | 67.2%+17.1pp |
| Annual return | 10.65% | 17.13%-6.5pp | 70.12%-59.5pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $1,360 | $2,597-47.7% | $4,343-68.7% | $2,625-48.2% |
| Participant deferral / active EE | $4,057 | $4,501-9.8% | $6,033-32.8% | $4,348-6.7% |
| Admin fee / account holder | $88 | $2,231-96.1% | $12,688-99.3% | $1,944-95.5% |