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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $8,715 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,072 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $23,830 | $101,653-76.6% | $147,080-83.8% | $74,459-68.0% |
| Participation rate | 77.9% | 75.6%+2.3pp | 82.2%-4.3pp | 67.2%+10.7pp |
| Annual return | 12.67% | 8754.98%-8742.3pp | 420.17%-407.5pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,811 | $7,304-34.1% | $8,066-40.4% | $4,350+10.6% |
| Admin fee / account holder | $77 | $1,752-95.6% | $12,989-99.4% | $1,945-96.0% |