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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,236 |
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 | $16,122 | $79,209-79.6% | $102,434-84.3% | $74,459-78.3% |
| Participation rate | 97.7% | 74.8%+22.9pp | 76.5%+21.2pp | 67.2%+30.4pp |
| Annual return | 0.00% | 54.98%-55.0pp | 29.46%-29.5pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $1,724 | $2,362-27.0% | $3,023-43.0% | $2,626-34.3% |
| Participant deferral / active EE | $3,022 | $4,417-31.6% | $5,055-40.2% | $4,350-30.5% |
| Admin fee / account holder | $54 | $2,002-97.3% | $9,462-99.4% | $1,945-97.2% |