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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,269 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,600 | $62,177-54.0% | $81,370-64.9% | $74,478-61.6% |
| Participation rate | 95.5% | 64.1%+31.4pp | 69.5%+25.9pp | 67.2%+28.2pp |
| Annual return | 8.27% | 16.62%-8.3pp | 24.85%-16.6pp | 1370.56%-1362.3pp |
| Employer contribution / active EE | $1,717 | $1,881-8.7% | $2,464-30.3% | $2,626-34.6% |
| Participant deferral / active EE | $3,703 | $3,219+15.0% | $3,885-4.7% | $4,350-14.9% |
| Admin fee / account holder | $182 | $1,927-90.6% | $5,749-96.8% | $1,946-90.7% |