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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,361 |
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 | $13,623 | $72,620-81.2% | $90,756-85.0% | $66,930-79.6% |
| Participation rate | 93.8% | 73.7%+20.1pp | 75.7%+18.1pp | 69.8%+24.0pp |
| Annual return | -12.14% | -12.28%+0.1pp | -12.16%0pp | 1.57%-13.7pp |
| Employer contribution / active EE | $1,805 | $2,369-23.8% | $2,922-38.2% | $2,545-29.1% |
| Participant deferral / active EE | $3,496 | $3,979-12.1% | $4,565-23.4% | $4,238-17.5% |
| Admin fee / account holder | $18 | $707-97.5% | $8,445-99.8% | $593-97.0% |