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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,315 |
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 | $1,923 | $63,442-97.0% | $68,794-97.2% | $66,930-97.1% |
| Participation rate | 77.7% | 60.0%+17.7pp | 69.0%+8.7pp | 69.8%+7.9pp |
| Annual return | -20.01% | -8.29%-11.7pp | -6.37%-13.6pp | 1.57%-21.6pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,656-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,600 | $2,945-45.7% | $3,941-59.4% | $4,238-62.2% |
| Admin fee / account holder | $20 | $577-96.5% | $4,934-99.6% | $593-96.6% |