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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,338 |
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 | $9,760 | $51,226-80.9% | $82,706-88.2% | $66,930-85.4% |
| Participation rate | 86.9% | 67.9%+19.1pp | 72.6%+14.4pp | 69.8%+17.1pp |
| Annual return | -10.10% | -9.61%-0.5pp | 701.76%-711.9pp | 1.57%-11.7pp |
| Employer contribution / active EE | $3,523 | $2,612+34.9% | $3,007+17.2% | $2,545+38.5% |
| Participant deferral / active EE | $4,622 | $3,460+33.6% | $4,394+5.2% | $4,238+9.1% |
| Admin fee / account holder | $58 | $416-86.1% | $5,329-98.9% | $593-90.3% |