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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,177 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,929 | $59,140-78.1% | $160,037-91.9% | $66,949-80.7% |
| Participation rate | 71.0% | 68.1%+2.8pp | 78.0%-7.0pp | 69.8%+1.1pp |
| Annual return | -15.70% | -12.25%-3.4pp | 408.95%-424.7pp | 1.57%-17.3pp |
| Employer contribution / active EE | $1,274 | $1,982-35.8% | $4,226-69.9% | $2,545-50.0% |
| Participant deferral / active EE | $2,251 | $4,399-48.8% | $6,184-63.6% | $4,239-46.9% |
| Admin fee / account holder | $62 | $591-89.6% | $8,716-99.3% | $594-89.6% |