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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,201 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,613 | $69,159-87.5% | $125,192-93.1% | $67,579-87.3% |
| Participation rate | 84.8% | 78.2%+6.6pp | 79.8%+5.1pp | 71.3%+13.6pp |
| Annual return | 30.17% | 27.12%+3.0pp | 43.79%-13.6pp | 378.56%-348.4pp |
| Employer contribution / active EE | $1,009 | $2,023-50.2% | $3,866-73.9% | $2,148-53.0% |
| Participant deferral / active EE | $1,919 | $3,700-48.1% | $4,937-61.1% | $3,539-45.8% |
| Admin fee / account holder | $30 | $142-79.2% | $9,704-99.7% | $142-79.3% |