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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,328 |
Participant contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,603 | $101,317-96.4% | $146,958-97.5% | $74,495-95.2% |
| Participation rate | 70.1% | 75.5%-5.4pp | 82.2%-12.1pp | 67.2%+2.9pp |
| Annual return | 19.07% | 8730.91%-8711.8pp | 418.34%-399.3pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,062 | $7,303-71.8% | $8,070-74.4% | $4,346-52.5% |
| Admin fee / account holder | $39 | $1,739-97.8% | $12,998-99.7% | $1,942-98.0% |