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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,080 |
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).
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 | $9,891 | $68,398-85.5% | $94,664-89.6% | $75,173-86.8% |
| Participation rate | 83.3% | 76.1%+7.3pp | 80.8%+2.5pp | 67.2%+16.1pp |
| Annual return | 14.30% | 616.72%-602.4pp | 156.84%-142.5pp | 160.72%-146.4pp |
| Employer contribution / active EE | $777 | $2,701-71.3% | $3,673-78.9% | $2,671-70.9% |
| Participant deferral / active EE | $4,701 | $6,537-28.1% | $7,417-36.6% | $4,126+13.9% |
| Admin fee / account holder | $154 | $5,324-97.1% | $7,222-97.9% | $5,651-97.3% |