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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 | $101,539-79.8% | $147,041-86.1% | $74,400-72.5% |
| Participation rate | 93.8% | 75.5%+18.2pp | 82.2%+11.6pp | 67.2%+26.5pp |
| Annual return | 17.63% | 8740.84%-8723.2pp | 419.21%-401.6pp | 1367.51%-1349.9pp |
| Employer contribution / active EE | $2,697 | $3,811-29.2% | $4,935-45.3% | $2,624+2.8% |
| Participant deferral / active EE | $7,179 | $7,304-1.7% | $8,071-11.0% | $4,348+65.1% |
| Admin fee / account holder | $58 | $1,749-96.7% | $13,006-99.6% | $1,944-97.0% |