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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,895 |
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 | $595 | $59,456-99.0% | $93,669-99.4% | $74,429-99.2% |
| Participation rate | 86.7% | 59.6%+27.1pp | 68.7%+18.0pp | 67.2%+19.5pp |
| Annual return | 11.41% | 82.00%-70.6pp | 133.59%-122.2pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $501 | $3,052-83.6% | $4,416-88.7% | $4,348-88.5% |
| Admin fee / account holder | $13 | $3,026-99.6% | $8,291-99.8% | $1,944-99.3% |