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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 | $65,960-84.7% | $81,882-87.7% | $77,762-87.0% |
| Participation rate | 91.0% | 65.8%+25.2pp | 72.4%+18.6pp | 70.6%+20.4pp |
| Annual return | 21.15% | 26.64%-5.5pp | 779.47%-758.3pp | 31.27%-10.1pp |
| Employer contribution / active EE | $2,406 | $2,375+1.3% | $2,916-17.5% | $2,728-11.8% |
| Participant deferral / active EE | $4,062 | $3,505+15.9% | $4,323-6.0% | $4,651-12.7% |
| Admin fee / account holder | $244 | $526-53.6% | $7,360-96.7% | $433-43.5% |