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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,934 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $528 | $58,911-99.1% | $129,384-99.6% | $77,736-99.3% |
| Participation rate | 73.2% | 59.4%+13.8pp | 69.6%+3.6pp | 70.6%+2.6pp |
| Annual return | 14.03% | 24.75%-10.7pp | 9461.77%-9447.7pp | 31.26%-17.2pp |
| Employer contribution / active EE | $0 | $1,955-100.0% | $4,153-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $322 | $3,220-90.0% | $4,166-92.3% | $4,651-93.1% |
| Admin fee / account holder | $16 | $592-97.2% | $7,686-99.8% | $433-96.2% |