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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,475 |
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 | $16,485 | $91,179-81.9% | $178,499-90.8% | $79,852-79.4% |
| Participation rate | 76.7% | 69.2%+7.5pp | 81.9%-5.3pp | 69.6%+7.0pp |
| Annual return | 16.46% | 24.19%-7.7pp | 151.10%-134.6pp | 31.72%-15.3pp |
| Employer contribution / active EE | $301 | $3,256-90.8% | $5,011-94.0% | $2,471-87.8% |
| Participant deferral / active EE | $1,711 | $3,236-47.1% | $5,202-67.1% | $3,740-54.3% |
| Admin fee / account holder | $67 | $6,749-99.0% | $13,986-99.5% | $5,306-98.7% |