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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,078 |
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).
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 | $10,090 | $65,946-84.7% | $81,783-87.7% | $77,671-87.0% |
| Participation rate | 91.0% | 65.8%+25.2pp | 72.4%+18.7pp | 70.6%+20.4pp |
| Annual return | 21.15% | 26.65%-5.5pp | 775.05%-753.9pp | 31.21%-10.1pp |
| Employer contribution / active EE | $2,406 | $2,371+1.5% | $2,913-17.4% | $2,726-11.7% |
| Participant deferral / active EE | $4,062 | $3,507+15.8% | $4,320-6.0% | $4,648-12.6% |
| Admin fee / account holder | $244 | $527-53.6% | $7,380-96.7% | $430-43.2% |