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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,847 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,789 | $85,169-82.6% | $172,755-91.4% | $72,983-79.7% |
| Participation rate | 73.6% | 70.1%+3.5pp | 82.6%-9.1pp | 69.5%+4.1pp |
| Annual return | 20.54% | 27.32%-6.8pp | 802.94%-782.4pp | 81.01%-60.5pp |
| Employer contribution / active EE | $290 | $3,324-91.3% | $5,144-94.4% | $2,440-88.1% |
| Participant deferral / active EE | $1,662 | $3,260-49.0% | $5,198-68.0% | $3,608-53.9% |
| Admin fee / account holder | $79 | $5,880-98.7% | $13,955-99.4% | $5,124-98.5% |