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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,671 |
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 | $1,440 | $91,710-98.4% | $67,560-97.9% | $77,762-98.1% |
| Participation rate | 73.9% | 76.0%-2.1pp | 72.9%+1.0pp | 70.6%+3.3pp |
| Annual return | 13.28% | 14.88%-1.6pp | 3533.50%-3520.2pp | 31.27%-18.0pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $525 | $3,911-86.6% | $4,004-86.9% | $4,651-88.7% |
| Admin fee / account holder | $23 | $245-90.5% | $3,994-99.4% | $433-94.6% |