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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $6,949 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,968 |
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 | $20,493 | $101,672-79.8% | $147,117-86.1% | $74,478-72.5% |
| Participation rate | 93.8% | 75.5%+18.2pp | 82.2%+11.6pp | 67.2%+26.5pp |
| Annual return | 17.63% | 8757.83%-8740.2pp | 420.54%-402.9pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $2,697 | $3,813-29.3% | $4,932-45.3% | $2,626+2.7% |
| Participant deferral / active EE | $7,179 | $7,305-1.7% | $8,065-11.0% | $4,350+65.0% |
| Admin fee / account holder | $58 | $1,753-96.7% | $12,993-99.6% | $1,946-97.0% |