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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,405 |
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 | $29,708 | $106,264-72.0% | $147,117-79.8% | $77,762-61.8% |
| Participation rate | 86.6% | 78.4%+8.2pp | 82.2%+4.5pp | 70.6%+16.1pp |
| Annual return | 49.50% | 56.94%-7.4pp | 420.54%-371.0pp | 31.27%+18.2pp |
| Employer contribution / active EE | $2,054 | $4,074-49.6% | $4,932-58.4% | $2,728-24.7% |
| Participant deferral / active EE | $8,011 | $8,003+0.1% | $8,065-0.7% | $4,651+72.3% |
| Admin fee / account holder | $109 | $334-67.4% | $12,993-99.2% | $433-74.8% |