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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,380 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $8,553 | $91,536-90.7% | $130,062-93.4% | $75,177-88.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.75% | -631.62%+647.4pp | -137.37%+153.1pp | 160.75%-145.0pp |
| Employer contribution / active EE | $3,460 | $2,845+21.6% | $4,322-19.9% | $2,671+29.5% |
| Participant deferral / active EE | $1,433 | $4,343-67.0% | $5,821-75.4% | $4,126-65.3% |
| Admin fee / account holder | $34 | $6,780-99.5% | $10,601-99.7% | $5,651-99.4% |