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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,036 |
ADP BROKER-DEALER9+ 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 | $5,948 | $89,465-93.4% | $165,071-96.4% | $77,736-92.3% |
| Participation rate | 82.7% | 78.6%+4.0pp | 78.6%+4.1pp | 70.6%+12.1pp |
| Annual return | 17.29% | 28.86%-11.6pp | 70.17%-52.9pp | 31.26%-14.0pp |
| Employer contribution / active EE | $0 | $2,565-100.0% | $4,347-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,747 | $4,904-64.4% | $6,035-71.0% | $4,651-62.4% |
| Admin fee / account holder | $42 | $340-87.7% | $12,695-99.7% | $433-90.3% |