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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,291 |
ADP BROKER-DEALER2+ years Service code 49 | 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,084 | $80,177-86.2% | $123,894-91.1% | $57,658-80.8% |
| Participation rate | 93.8% | 74.4%+19.4pp | 81.4%+12.4pp | 70.2%+23.6pp |
| Annual return | 10.31% | 17.90%-7.6pp | 47.52%-37.2pp | 5.13%+5.2pp |
| Employer contribution / active EE | $2,012 | $2,913-30.9% | $4,617-56.4% | $1,974+1.9% |
| Participant deferral / active EE | $1,307 | $5,130-74.5% | $5,984-78.2% | $3,061-57.3% |
| Admin fee / account holder | $32 | $106-69.7% | $8,357-99.6% | $95-65.9% |