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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,408 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $7,821 | $59,467-86.8% | $93,727-91.7% | $74,478-89.5% |
| Participation rate | 71.1% | 59.6%+11.5pp | 68.7%+2.4pp | 67.2%+3.9pp |
| Annual return | 14.70% | 82.14%-67.4pp | 133.83%-119.1pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,480 | $3,052-51.5% | $4,417-66.5% | $4,350-66.0% |
| Admin fee / account holder | $8 | $3,028-99.7% | $8,292-99.9% | $1,946-99.6% |