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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,965 |
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 | $2,688 | $106,264-97.5% | $147,117-98.2% | $77,762-96.5% |
| Participation rate | 84.5% | 78.4%+6.0pp | 82.2%+2.3pp | 70.6%+13.9pp |
| Annual return | 26.30% | 56.94%-30.6pp | 420.54%-394.2pp | 31.27%-5.0pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,053 | $8,003-86.8% | $8,065-86.9% | $4,651-77.4% |
| Admin fee / account holder | $20 | $334-94.1% | $12,993-99.8% | $433-95.4% |