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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,617 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,953 | $59,804-91.7% | $81,982-94.0% | $79,856-93.8% |
| Participation rate | 76.7% | 61.6%+15.1pp | 69.3%+7.5pp | 69.6%+7.1pp |
| Annual return | 11.26% | 17.56%-6.3pp | 41.31%-30.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $718 | $1,713-58.1% | $2,498-71.3% | $2,471-70.9% |
| Participant deferral / active EE | $807 | $2,695-70.0% | $3,722-78.3% | $3,741-78.4% |
| Admin fee / account holder | $14 | $4,288-99.7% | $5,665-99.7% | $5,306-99.7% |