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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,165 |
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 | $2,225 | $37,440-94.1% | $77,081-97.1% | $66,930-96.7% |
| Participation rate | 93.6% | 52.9%+40.7pp | 67.9%+25.6pp | 69.8%+23.7pp |
| Annual return | -18.14% | -3.26%-14.9pp | 42.33%-60.5pp | 1.57%-19.7pp |
| Employer contribution / active EE | $581 | $1,534-62.1% | $2,813-79.3% | $2,545-77.2% |
| Participant deferral / active EE | $956 | $2,620-63.5% | $4,428-78.4% | $4,238-77.4% |
| Admin fee / account holder | $36 | $568-93.6% | $5,427-99.3% | $593-93.9% |