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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,759 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $7,952 | $101,672-92.2% | $147,117-94.6% | $74,478-89.3% |
| Participation rate | 87.0% | 75.5%+11.4pp | 82.2%+4.8pp | 67.2%+19.8pp |
| Annual return | 13.35% | 8757.83%-8744.5pp | 420.54%-407.2pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $1,105 | $3,813-71.0% | $4,932-77.6% | $2,626-57.9% |
| Participant deferral / active EE | $2,492 | $7,305-65.9% | $8,065-69.1% | $4,350-42.7% |
| Admin fee / account holder | $36 | $1,753-98.0% | $12,993-99.7% | $1,946-98.2% |