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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,440 | $91,762-98.4% | $67,502-97.9% | $77,643-98.1% |
| Participation rate | 73.9% | 75.9%-2.0pp | 72.9%+1.1pp | 70.6%+3.4pp |
| Annual return | 13.28% | 14.87%-1.6pp | 3512.12%-3498.8pp | 31.24%-18.0pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $525 | $3,903-86.6% | $4,000-86.9% | $4,647-88.7% |
| Admin fee / account holder | $23 | $176-86.8% | $3,998-99.4% | $430-94.6% |