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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,903 |
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 | $4,340 | $76,112-94.3% | $96,534-95.5% | $71,511-93.9% |
| Participation rate | 83.9% | 74.4%+9.5pp | 76.0%+7.9pp | 67.9%+16.0pp |
| Annual return | 48.80% | 22.81%+26.0pp | 25.88%+22.9pp | 28.86%+19.9pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,524 | $4,217-40.2% | $4,851-48.0% | $4,291-41.2% |
| Admin fee / account holder | $34 | $2,708-98.8% | $8,253-99.6% | $1,588-97.9% |