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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,227 |
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 | $6,638 | $99,442-93.3% | $113,397-94.1% | $71,012-90.7% |
| Participation rate | 88.3% | 78.9%+9.4pp | 76.5%+11.8pp | 58.6%+29.8pp |
| Annual return | 66.87% | 17.93%+48.9pp | 23.20%+43.7pp | 37.67%+29.2pp |
| Employer contribution / active EE | $1,233 | $3,068-59.8% | $2,977-58.6% | $2,348-47.5% |
| Participant deferral / active EE | $2,103 | $4,915-57.2% | $5,076-58.6% | $3,246-35.2% |
| Admin fee / account holder | $18 | $535-96.7% | $11,957-99.9% | $1,167-98.5% |