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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,981 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,038 | $55,415-85.5% | $155,509-94.8% | $74,495-89.2% |
| Participation rate | 90.2% | 61.9%+28.3pp | 78.2%+12.1pp | 67.2%+23.0pp |
| Annual return | -1.95% | 268.50%-270.4pp | 64.67%-66.6pp | 1364.94%-1366.9pp |
| Employer contribution / active EE | $1,045 | $2,267-53.9% | $4,672-77.6% | $2,623-60.1% |
| Participant deferral / active EE | $2,549 | $2,836-10.1% | $5,626-54.7% | $4,346-41.4% |
| Admin fee / account holder | $107 | $1,738-93.8% | $15,912-99.3% | $1,942-94.5% |