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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,965 |
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 | $4,372 | $91,424-95.2% | $135,942-96.8% | $71,495-93.9% |
| Participation rate | 76.4% | 75.7%+0.7pp | 81.9%-5.5pp | 67.9%+8.4pp |
| Annual return | 28.48% | 29.90%-1.4pp | 68.28%-39.8pp | 28.85%-0.4pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,296 | $7,092-67.6% | $7,759-70.4% | $4,291-46.5% |
| Admin fee / account holder | $43 | $1,266-96.6% | $10,764-99.6% | $1,588-97.3% |