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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $611 |
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 | $1,285 | $70,879-98.2% | $189,575-99.3% | $79,391-98.4% |
| Participation rate | 86.7% | 68.0%+18.8pp | 78.4%+8.3pp | 70.7%+16.0pp |
| Annual return | 0.00% | 20.70%-20.7pp | 64.19%-64.2pp | 116.88%-116.9pp |
| Employer contribution / active EE | $0 | $1,806-100.0% | $4,412-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,223 | $4,081-70.0% | $6,174-80.2% | $4,046-69.8% |
| Admin fee / account holder | $5 | $647-99.2% | $9,806-99.9% | $627-99.2% |