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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,946 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $7,726 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,077 | $55,415-80.0% | $155,509-92.9% | $74,495-85.1% |
| Participation rate | 85.4% | 61.9%+23.5pp | 78.2%+7.2pp | 67.2%+18.2pp |
| Annual return | 9.84% | 268.50%-258.7pp | 64.67%-54.8pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,310 | $2,836-18.5% | $5,626-58.9% | $4,346-46.8% |
| Admin fee / account holder | $157 | $1,738-91.0% | $15,912-99.0% | $1,942-91.9% |