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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,629 |
ADP BROKER-DEALER1 year 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 | $6,843 | $91,439-92.5% | $135,974-95.0% | $71,511-90.4% |
| Participation rate | 93.0% | 75.7%+17.4pp | 81.9%+11.1pp | 67.9%+25.1pp |
| Annual return | 27.22% | 29.90%-2.7pp | 68.30%-41.1pp | 28.86%-1.6pp |
| Employer contribution / active EE | $1,326 | $3,705-64.2% | $4,859-72.7% | $2,589-48.8% |
| Participant deferral / active EE | $2,086 | $7,093-70.6% | $7,760-73.1% | $4,291-51.4% |
| Admin fee / account holder | $20 | $1,267-98.5% | $10,767-99.8% | $1,588-98.8% |