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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,071 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,983 | $93,598-90.4% | $135,974-93.4% | $75,173-88.0% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 67.2%+31.7pp |
| Annual return | 26.66% | 30.89%-4.2pp | 68.30%-41.6pp | 160.72%-134.1pp |
| Employer contribution / active EE | $1,722 | $3,538-51.3% | $4,859-64.6% | $2,671-35.5% |
| Participant deferral / active EE | $2,595 | $6,405-59.5% | $7,760-66.6% | $4,126-37.1% |
| Admin fee / account holder | $28 | $6,978-99.6% | $10,767-99.7% | $5,651-99.5% |