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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $13,553 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,702 |
ADP BROKER-DEALER9+ 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 | $5,061 | $83,884-94.0% | $64,099-92.1% | $74,440-93.2% |
| Participation rate | 83.5% | 76.6%+6.9pp | 72.3%+11.2pp | 70.7%+12.7pp |
| Annual return | 24.75% | 16.57%+8.2pp | 33.70%-9.0pp | 34.37%-9.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,748-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,346 | $3,692-63.5% | $3,881-65.3% | $4,529-70.3% |
| Admin fee / account holder | $20 | $196-89.7% | $3,070-99.3% | $348-94.2% |