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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,444 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,810 | $52,293-90.8% | $178,499-97.3% | $73,412-93.4% |
| Participation rate | 75.3% | 65.3%+9.9pp | 81.9%-6.7pp | 72.2%+3.1pp |
| Annual return | 41.10% | 34.75%+6.4pp | 151.10%-110.0pp | 59.30%-18.2pp |
| Employer contribution / active EE | $378 | $1,735-78.2% | $5,011-92.5% | $2,234-83.1% |
| Participant deferral / active EE | $1,979 | $2,332-15.1% | $5,202-62.0% | $3,806-48.0% |
| Admin fee / account holder | $15 | $127-87.9% | $13,986-99.9% | $158-90.3% |