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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,490 |
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 | $16,144 | $60,261-73.2% | $81,783-80.3% | $74,546-78.3% |
| Participation rate | 87.5% | 62.9%+24.6pp | 72.4%+15.1pp | 67.2%+20.3pp |
| Annual return | 10.85% | 16.88%-6.0pp | 775.05%-764.2pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $4,833 | $2,622+84.4% | $2,913+65.9% | $2,624+84.2% |
| Participant deferral / active EE | $6,459 | $3,388+90.6% | $4,320+49.5% | $4,347+48.6% |
| Admin fee / account holder | $98 | $1,482-93.4% | $7,380-98.7% | $1,944-95.0% |