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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,062 |
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 | $21,424 | $91,439-76.6% | $135,974-84.2% | $71,511-70.0% |
| Participation rate | 71.3% | 75.7%-4.4pp | 81.9%-10.7pp | 67.9%+3.3pp |
| Annual return | 73.84% | 29.90%+43.9pp | 68.30%+5.5pp | 28.86%+45.0pp |
| Employer contribution / active EE | $1,680 | $3,705-54.7% | $4,859-65.4% | $2,589-35.1% |
| Participant deferral / active EE | $6,230 | $7,093-12.2% | $7,760-19.7% | $4,291+45.2% |
| Admin fee / account holder | $73 | $1,267-94.2% | $10,767-99.3% | $1,588-95.4% |