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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $128,113 |
Employer 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,901 | $47,135-83.2% | $149,717-94.7% | $74,440-89.4% |
| Participation rate | 93.4% | 63.4%+30.0pp | 78.8%+14.6pp | 70.7%+22.6pp |
| Annual return | 23.09% | 22.75%+0.3pp | 134.41%-111.3pp | 34.37%-11.3pp |
| Employer contribution / active EE | $220 | $1,906-88.4% | $4,820-95.4% | $2,638-91.6% |
| Participant deferral / active EE | $3,319 | $2,728+21.6% | $5,682-41.6% | $4,529-26.7% |
| Admin fee / account holder | $166 | $343-51.6% | $13,213-98.7% | $348-52.4% |