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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,312 |
ADP BROKER-DEALER2 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 | $15,563 | $81,487-80.9% | $102,412-84.8% | $80,935-80.8% |
| Participation rate | 73.2% | 66.8%+6.4pp | 74.5%-1.3pp | 67.7%+5.5pp |
| Annual return | 13.46% | 25.60%-12.1pp | 24.94%-11.5pp | 35.66%-22.2pp |
| Employer contribution / active EE | $2,099 | $3,103-32.4% | $3,870-45.8% | $2,757-23.9% |
| Participant deferral / active EE | $3,035 | $3,871-21.6% | $5,060-40.0% | $4,299-29.4% |
| Admin fee / account holder | $42 | $6,717-99.4% | $8,388-99.5% | $6,924-99.4% |