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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,326 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,613 | $50,919-96.8% | $155,556-99.0% | $77,762-97.9% |
| Participation rate | 81.2% | 63.1%+18.1pp | 78.2%+2.9pp | 70.6%+10.6pp |
| Annual return | 33.67% | 34.84%-1.2pp | 64.84%-31.2pp | 31.27%+2.4pp |
| Employer contribution / active EE | $408 | $1,991-79.5% | $4,675-91.3% | $2,728-85.0% |
| Participant deferral / active EE | $655 | $2,824-76.8% | $5,631-88.4% | $4,651-85.9% |
| Admin fee / account holder | $9 | $437-97.9% | $15,885-99.9% | $433-97.9% |