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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,701 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,003 | $76,774-97.4% | $112,249-98.2% | $77,906-97.4% |
| Participation rate | 75.5% | 80.2%-4.6pp | 75.1%+0.5pp | 73.7%+1.8pp |
| Annual return | -16.18% | -10.25%-5.9pp | 27.48%-43.7pp | 12.16%-28.3pp |
| Employer contribution / active EE | $0 | $3,977-100.0% | $3,636-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $879 | $3,778-76.7% | $4,729-81.4% | $4,805-81.7% |
| Admin fee / account holder | $17 | $239-93.1% | $6,412-99.7% | $133-87.5% |