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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,160 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $6,677 | $52,507-87.3% | $129,406-94.8% | $74,478-91.0% |
| Participation rate | 83.3% | 53.9%+29.4pp | 69.6%+13.7pp | 67.2%+16.1pp |
| Annual return | 0.00% | 15.64%-15.6pp | 9468.18%-9468.2pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $1,263 | $1,534-17.7% | $4,155-69.6% | $2,626-51.9% |
| Participant deferral / active EE | $2,180 | $2,801-22.2% | $4,167-47.7% | $4,350-49.9% |
| Admin fee / account holder | $7 | $2,639-99.7% | $7,689-99.9% | $1,946-99.6% |