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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,142 |
Annual investment return 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 | $1,955 | $54,558-96.4% | $76,002-97.4% | $74,546-97.4% |
| Participation rate | 82.2% | 60.3%+21.9pp | 69.1%+13.2pp | 67.2%+15.0pp |
| Annual return | 10.65% | 31.83%-21.2pp | 360.07%-349.4pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $0 | $1,778-100.0% | $2,688-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,263 | $3,065-58.8% | $4,257-70.3% | $4,347-70.9% |
| Admin fee / account holder | $21 | $2,232-99.1% | $6,414-99.7% | $1,944-98.9% |