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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,410 |
ADP BROKER-DEALER1+ 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 | $17,339 | $84,936-79.6% | $111,308-84.4% | $79,391-78.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 0.00% | 17.45%-17.5pp | 54.67%-54.7pp | 116.88%-116.9pp |
| Employer contribution / active EE | $2,438 | $1,979+23.2% | $2,732-10.8% | $2,428+0.4% |
| Participant deferral / active EE | $1,773 | $3,888-54.4% | $4,487-60.5% | $4,046-56.2% |
| Admin fee / account holder | $32 | $537-94.0% | $7,965-99.6% | $627-94.8% |