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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,564 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $7,503 | $54,690-86.3% | $76,030-90.1% | $74,478-89.9% |
| Participation rate | 75.9% | 60.3%+15.6pp | 69.1%+6.9pp | 67.2%+8.7pp |
| Annual return | 9.80% | 31.92%-22.1pp | 361.54%-351.7pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,170 | $3,070-29.3% | $4,257-49.0% | $4,350-50.1% |
| Admin fee / account holder | $95 | $2,240-95.8% | $6,421-98.5% | $1,946-95.1% |