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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $450 |
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 | $1,246 | $36,002-96.5% | $161,489-99.2% | $64,728-98.1% |
| Participation rate | 86.6% | 57.4%+29.2pp | 78.7%+7.9pp | 57.9%+28.7pp |
| Annual return | 0.00% | 33.93%-33.9pp | 89.72%-89.7pp | 49.38%-49.4pp |
| Employer contribution / active EE | $472 | $1,380-65.8% | $4,268-88.9% | $2,243-78.9% |
| Participant deferral / active EE | $589 | $1,815-67.5% | $5,630-89.5% | $2,729-78.4% |
| Admin fee / account holder | $2 | $931-99.8% | $16,006-100.0% | $1,145-99.9% |