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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,225 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,730 | $58,888-88.6% | $178,499-96.2% | $73,493-90.8% |
| Participation rate | 80.4% | 66.2%+14.1pp | 81.9%-1.6pp | 70.7%+9.7pp |
| Annual return | 9.29% | 24.86%-15.6pp | 151.10%-141.8pp | 28.51%-19.2pp |
| Employer contribution / active EE | $1,692 | $2,236-24.3% | $5,011-66.2% | $2,270-25.5% |
| Participant deferral / active EE | $1,002 | $2,568-61.0% | $5,202-80.7% | $3,740-73.2% |
| Admin fee / account holder | $175 | $400-56.2% | $13,986-98.7% | $513-65.8% |