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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,839 |
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 | $17,040 | $76,696-77.8% | $96,515-82.3% | $71,511-76.2% |
| Participation rate | 94.5% | 66.6%+27.9pp | 74.3%+20.1pp | 67.9%+26.6pp |
| Annual return | 21.20% | 48.32%-27.1pp | 35.73%-14.5pp | 28.86%-7.7pp |
| Employer contribution / active EE | $3,086 | $3,032+1.8% | $3,740-17.5% | $2,589+19.2% |
| Participant deferral / active EE | $5,065 | $3,770+34.3% | $4,880+3.8% | $4,291+18.1% |
| Admin fee / account holder | $113 | $2,030-94.4% | $6,735-98.3% | $1,588-92.9% |