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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,788 |
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).
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 | $11,957 | $82,674-85.5% | $125,363-90.5% | $68,495-82.5% |
| Participation rate | 86.7% | 75.0%+11.7pp | 82.4%+4.4pp | 67.9%+18.8pp |
| Annual return | -20.62% | -5.97%-14.7pp | 572.15%-592.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,929 | $6,111+13.4% | $7,447-7.0% | $4,028+72.0% |
| Admin fee / account holder | $53 | $6,276-99.2% | $10,005-99.5% | $5,403-99.0% |