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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 | $88,203-78.6% | $165,100-88.5% | $74,478-74.6% |
| Participation rate | 84.3% | 73.1%+11.1pp | 78.6%+5.6pp | 67.2%+17.0pp |
| Annual return | 10.65% | 17.13%-6.5pp | 70.21%-59.6pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $1,360 | $2,601-47.7% | $4,348-68.7% | $2,626-48.2% |
| Participant deferral / active EE | $4,057 | $4,505-9.9% | $6,035-32.8% | $4,350-6.7% |
| Admin fee / account holder | $88 | $2,235-96.1% | $12,696-99.3% | $1,946-95.5% |