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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,547 | $99,201-85.3% | $96,544-84.9% | $74,473-80.5% |
| Participation rate | 77.9% | 80.7%-2.8pp | 76.0%+1.9pp | 70.7%+7.2pp |
| Annual return | 0.00% | 22.40%-22.4pp | 25.88%-25.9pp | 34.36%-34.4pp |
| Employer contribution / active EE | $113 | $2,570-95.6% | $2,966-96.2% | $2,638-95.7% |
| Participant deferral / active EE | $257 | $4,938-94.8% | $4,851-94.7% | $4,530-94.3% |
| Admin fee / account holder | $0 | $225-99.9% | $8,254-100.0% | $347-99.9% |