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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,653 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,566 | $43,133-94.1% | $89,414-97.1% | $73,493-96.5% |
| Participation rate | 82.6% | 55.0%+27.7pp | 68.0%+14.6pp | 70.7%+11.9pp |
| Annual return | 20.46% | 135.66%-115.2pp | 245.50%-225.0pp | 28.51%-8.1pp |
| Employer contribution / active EE | $429 | $1,438-70.2% | $2,586-83.4% | $2,270-81.1% |
| Participant deferral / active EE | $717 | $2,445-70.7% | $3,890-81.6% | $3,740-80.8% |
| Admin fee / account holder | $39 | $444-91.2% | $4,883-99.2% | $513-92.3% |