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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,064 |
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 | $8,207 | $88,360-90.7% | $145,433-94.4% | $67,986-87.9% |
| Participation rate | 84.1% | 65.5%+18.6pp | 82.1%+2.0pp | 57.2%+26.9pp |
| Annual return | 15.80% | 63.15%-47.4pp | 66.58%-50.8pp | 31.67%-15.9pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,421 | $5,932-59.2% | $7,897-69.3% | $3,358-27.9% |
| Admin fee / account holder | $141 | $3,313-95.7% | $13,129-98.9% | $3,203-95.6% |