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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,026 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,429 | $73,638-72.3% | $95,956-78.7% | $73,493-72.2% |
| Participation rate | 71.9% | 76.2%-4.2pp | 77.1%-5.1pp | 70.7%+1.2pp |
| Annual return | 14.94% | 16.78%-1.8pp | 91.63%-76.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,305 | $1,863-29.9% | $2,541-48.6% | $2,270-42.5% |
| Participant deferral / active EE | $1,713 | $3,617-52.6% | $4,167-58.9% | $3,740-54.2% |
| Admin fee / account holder | $60 | $482-87.6% | $6,797-99.1% | $513-88.3% |