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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,071 |
ADP BROKER-DEALER1 year 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 | $10,800 | $88,117-87.7% | $164,928-93.5% | $74,400-85.5% |
| Participation rate | 97.2% | 73.1%+24.1pp | 78.6%+18.5pp | 67.2%+30.0pp |
| Annual return | 15.44% | 17.27%-1.8pp | 70.08%-54.6pp | 1367.51%-1352.1pp |
| Employer contribution / active EE | $3,266 | $2,596+25.8% | $4,343-24.8% | $2,624+24.4% |
| Participant deferral / active EE | $2,628 | $4,501-41.6% | $6,034-56.4% | $4,348-39.6% |
| Admin fee / account holder | $12 | $2,230-99.5% | $12,684-99.9% | $1,944-99.4% |