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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP INC. Service code 15 · EIN 13-3036745 ONE ADP BOULEVARD · ROSELAND, NJ 07068 | Recordkeeping | $2,901 |
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 | $1,938 | $61,356-96.8% | $149,696-98.7% | $71,511-97.3% |
| Participation rate | 82.8% | 62.5%+20.3pp | 78.8%+4.1pp | 67.9%+14.9pp |
| Annual return | 20.88% | 35.86%-15.0pp | 134.46%-113.6pp | 28.86%-8.0pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,401 | $2,920-52.0% | $5,682-75.3% | $4,291-67.4% |
| Admin fee / account holder | $13 | $1,263-99.0% | $13,212-99.9% | $1,588-99.2% |