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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $648 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
BURNSMARCHIANO GROUP1 year Service code 49 1200 MT KEMBLE AVE 2 FL · MORRISTOWN, NJ 07962 | Other Services | $0 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,223 | $137,414-97.7% | $189,537-98.3% | $85,847-96.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 87.8%+2.2pp | 69.3%+20.7pp |
| Annual return | 13.05% | 38.14%-25.1pp | 555.34%-542.3pp | 318.61%-305.6pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,854 | $6,260-54.4% | $8,220-65.3% | $3,952-27.8% |
| Admin fee / account holder | $4 | $8,630-100.0% | $12,048-100.0% | $6,261-99.9% |