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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,125 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,221 | $64,612-87.3% | $86,436-90.5% | $64,808-87.3% |
| Participation rate | 94.2% | 81.5%+12.7pp | 80.3%+13.9pp | 71.5%+22.7pp |
| Annual return | 0.06% | 0.66%-0.6pp | 4394.89%-4394.8pp | 32.82%-32.8pp |
| Employer contribution / active EE | $886 | $2,744-67.7% | $3,769-76.5% | $2,506-64.7% |
| Participant deferral / active EE | $2,563 | $7,497-65.8% | $6,952-63.1% | $4,310-40.5% |
| Admin fee / account holder | $9 | $169-94.8% | $6,731-99.9% | $188-95.3% |