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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,222 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,271 | $96,136-59.2% | $135,987-71.1% | $80,925-51.5% |
| Participation rate | 77.9% | 71.2%+6.7pp | 76.4%+1.5pp | 67.7%+10.2pp |
| Annual return | 10.54% | 28.70%-18.2pp | 580.01%-569.5pp | 35.65%-25.1pp |
| Employer contribution / active EE | $2,859 | $3,350-14.6% | $4,214-32.1% | $2,756+3.7% |
| Participant deferral / active EE | $4,127 | $5,706-27.7% | $7,027-41.3% | $4,299-4.0% |
| Admin fee / account holder | $325 | $8,236-96.0% | $6,716-95.2% | $6,940-95.3% |