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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,684 |
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 | $7,396 | $66,528-88.9% | $86,874-91.5% | $86,799-91.5% |
| Participation rate | 73.1% | 72.4%+0.8pp | 71.6%+1.5pp | 72.3%+0.9pp |
| Annual return | 10.51% | 19.56%-9.0pp | 63.52%-53.0pp | 97.91%-87.4pp |
| Employer contribution / active EE | $0 | $2,007-100.0% | $2,495-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,388 | $3,240-57.1% | $3,699-62.5% | $4,131-66.4% |
| Admin fee / account holder | $22 | $148-85.1% | $5,828-99.6% | $170-87.0% |