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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,979 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,569 | $52,293-97.0% | $178,503-99.1% | $73,412-97.9% |
| Participation rate | 71.2% | 65.3%+5.9pp | 81.9%-10.7pp | 72.2%-1.0pp |
| Annual return | 62.85% | 34.75%+28.1pp | 151.12%-88.3pp | 59.30%+3.6pp |
| Employer contribution / active EE | $318 | $1,736-81.7% | $5,011-93.7% | $2,234-85.8% |
| Participant deferral / active EE | $556 | $2,333-76.2% | $5,202-89.3% | $3,806-85.4% |
| Admin fee / account holder | $15 | $127-88.4% | $13,987-99.9% | $158-90.7% |