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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,969 |
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 | $5,920 | $54,213-89.1% | $93,696-93.7% | $77,736-92.4% |
| Participation rate | 87.1% | 64.0%+23.2pp | 68.7%+18.4pp | 70.6%+16.5pp |
| Annual return | 9.67% | 30.55%-20.9pp | 133.74%-124.1pp | 31.26%-21.6pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,422-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,709 | $3,145-45.7% | $4,417-61.3% | $4,651-63.3% |
| Admin fee / account holder | $72 | $575-87.5% | $8,287-99.1% | $433-83.4% |