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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,775 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,810 | $70,917-87.6% | $98,920-91.1% | $73,493-88.0% |
| Participation rate | 89.2% | 73.8%+15.4pp | 76.0%+13.2pp | 70.7%+18.5pp |
| Annual return | 25.88% | 34.18%-8.3pp | 196.47%-170.6pp | 28.51%-2.6pp |
| Employer contribution / active EE | $1,822 | $2,037-10.6% | $2,689-32.3% | $2,270-19.7% |
| Participant deferral / active EE | $3,145 | $3,501-10.2% | $4,245-25.9% | $3,740-15.9% |
| Admin fee / account holder | $22 | $535-95.8% | $6,643-99.7% | $513-95.7% |