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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,016 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $28,820 | $88,203-67.3% | $165,100-82.5% | $74,478-61.3% |
| Participation rate | 91.0% | 73.1%+17.9pp | 78.6%+12.4pp | 67.2%+23.8pp |
| Annual return | 18.09% | 17.13%+1.0pp | 70.21%-52.1pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $864 | $2,601-66.8% | $4,348-80.1% | $2,626-67.1% |
| Participant deferral / active EE | $4,714 | $4,505+4.6% | $6,035-21.9% | $4,350+8.4% |
| Admin fee / account holder | $34 | $2,235-98.5% | $12,696-99.7% | $1,946-98.2% |