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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,797 |
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 | $1,912 | $51,226-96.3% | $82,706-97.7% | $66,930-97.1% |
| Participation rate | 85.3% | 67.9%+17.5pp | 72.6%+12.8pp | 69.8%+15.5pp |
| Annual return | -24.80% | -9.61%-15.2pp | 701.76%-726.6pp | 1.57%-26.4pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $3,007-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,034 | $3,460-41.2% | $4,394-53.7% | $4,238-52.0% |
| Admin fee / account holder | $51 | $416-87.8% | $5,329-99.1% | $593-91.5% |