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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,113 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $1,664 | $50,902-96.7% | $155,534-98.9% | $77,736-97.9% |
| Participation rate | 74.3% | 63.1%+11.2pp | 78.2%-3.9pp | 70.6%+3.8pp |
| Annual return | 13.91% | 34.85%-20.9pp | 64.92%-51.0pp | 31.26%-17.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $480 | $2,824-83.0% | $5,630-91.5% | $4,651-89.7% |
| Admin fee / account holder | $17 | $437-96.0% | $15,900-99.9% | $433-96.0% |