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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,314 |
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 | $2,140 | $71,197-97.0% | $93,669-97.7% | $80,925-97.4% |
| Participation rate | 75.0% | 60.4%+14.6pp | 68.7%+6.3pp | 67.7%+7.3pp |
| Annual return | 11.66% | 11.27%+0.4pp | 133.59%-121.9pp | 35.65%-24.0pp |
| Employer contribution / active EE | $800 | $1,565-48.9% | $2,424-67.0% | $2,756-71.0% |
| Participant deferral / active EE | $1,213 | $4,036-69.9% | $4,416-72.5% | $4,299-71.8% |
| Admin fee / account holder | $162 | $6,959-97.7% | $8,291-98.0% | $6,940-97.7% |