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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,326 |
Employer 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,000 | $77,145-83.1% | $108,410-88.0% | $85,850-84.9% |
| Participation rate | 97.9% | 74.7%+23.2pp | 80.1%+17.7pp | 69.3%+28.6pp |
| Annual return | 15.65% | 44.54%-28.9pp | 905.27%-889.6pp | 318.53%-302.9pp |
| Employer contribution / active EE | $156 | $2,379-93.5% | $3,558-95.6% | $2,565-93.9% |
| Participant deferral / active EE | $3,935 | $5,566-29.3% | $6,563-40.0% | $3,952-0.4% |
| Admin fee / account holder | $78 | $5,172-98.5% | $7,295-98.9% | $6,260-98.7% |