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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,657 |
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 | $18,028 | $93,598-80.7% | $135,974-86.7% | $75,173-76.0% |
| Participation rate | 91.9% | 75.2%+16.7pp | 81.9%+9.9pp | 67.2%+24.7pp |
| Annual return | 22.74% | 30.89%-8.1pp | 68.30%-45.6pp | 160.72%-138.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,530 | $6,405+48.8% | $7,760+22.8% | $4,126+130.9% |
| Admin fee / account holder | $11 | $6,978-99.8% | $10,767-99.9% | $5,651-99.8% |