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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,207 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,897 | $59,805-70.1% | $79,550-77.5% | $68,494-73.9% |
| Participation rate | 91.5% | 61.1%+30.5pp | 69.5%+22.1pp | 67.9%+23.7pp |
| Annual return | -21.69% | -12.30%-9.4pp | 0.16%-21.9pp | -7.84%-13.9pp |
| Employer contribution / active EE | $2,513 | $1,505+67.0% | $2,413+4.1% | $2,596-3.2% |
| Participant deferral / active EE | $5,891 | $3,024+94.8% | $3,985+47.8% | $4,027+46.3% |
| Admin fee / account holder | $43 | $4,835-99.1% | $6,832-99.4% | $5,403-99.2% |