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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,503 |
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 | $26,062 | $136,307-80.9% | $177,840-85.3% | $73,493-64.5% |
| Participation rate | 91.1% | 86.1%+5.0pp | 87.7%+3.4pp | 70.7%+20.4pp |
| Annual return | 21.77% | 18.68%+3.1pp | 48.32%-26.6pp | 28.51%-6.7pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,636 | $5,829+48.2% | $7,714+12.0% | $3,740+130.9% |
| Admin fee / account holder | $7 | $596-98.7% | $12,431-99.9% | $513-98.5% |