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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65 |
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 | $856 | $45,119-98.1% | $85,126-99.0% | $74,429-98.8% |
| Participation rate | 90.4% | 49.4%+41.0pp | 67.5%+22.9pp | 67.2%+23.2pp |
| Annual return | 13.50% | 26.28%-12.8pp | 66.63%-53.1pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $354 | $2,738-87.1% | $4,523-92.2% | $4,348-91.9% |
| Admin fee / account holder | $0 | $2,214-100.0% | $6,160-100.0% | $1,944-100.0% |