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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,136 |
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 | $2,063 | $65,453-96.8% | $86,698-97.6% | $66,938-96.9% |
| Participation rate | 75.4% | 75.5%0pp | 76.6%-1.1pp | 69.8%+5.6pp |
| Annual return | 13.22% | -10.89%+24.1pp | 35.95%-22.7pp | 1.58%+11.6pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,519 | $4,102-63.0% | $4,656-67.4% | $4,238-64.2% |
| Admin fee / account holder | $25 | $642-96.1% | $7,493-99.7% | $594-95.8% |