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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,125 |
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 | $2,468 | $52,450-95.3% | $129,339-98.1% | $74,400-96.7% |
| Participation rate | 86.0% | 53.8%+32.1pp | 69.6%+16.3pp | 67.2%+18.8pp |
| Annual return | 12.71% | 15.65%-2.9pp | 9437.05%-9424.3pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $393 | $1,532-74.4% | $4,154-90.5% | $2,624-85.0% |
| Participant deferral / active EE | $650 | $2,797-76.8% | $4,170-84.4% | $4,348-85.0% |
| Admin fee / account holder | $58 | $2,636-97.8% | $7,668-99.2% | $1,944-97.0% |