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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $12,279 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,096 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,277 | $91,710-94.2% | $67,560-92.2% | $77,762-93.2% |
| Participation rate | 87.5% | 76.0%+11.5pp | 72.9%+14.6pp | 70.6%+16.9pp |
| Annual return | 13.14% | 14.88%-1.7pp | 3533.50%-3520.4pp | 31.27%-18.1pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,354 | $3,911-65.4% | $4,004-66.2% | $4,651-70.9% |
| Admin fee / account holder | $24 | $245-90.3% | $3,994-99.4% | $433-94.5% |