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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,892 |
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 | $11,321 | $61,166-81.5% | $185,849-93.9% | $79,391-85.7% |
| Participation rate | 94.8% | 66.6%+28.2pp | 81.7%+13.1pp | 70.7%+24.1pp |
| Annual return | 16.44% | 19.45%-3.0pp | 122.10%-105.7pp | 116.88%-100.4pp |
| Employer contribution / active EE | $1,294 | $2,321-44.2% | $5,169-75.0% | $2,428-46.7% |
| Participant deferral / active EE | $3,508 | $2,789+25.8% | $5,569-37.0% | $4,046-13.3% |
| Admin fee / account holder | $54 | $710-92.4% | $16,244-99.7% | $627-91.3% |