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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,934 |
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 | $22,496 | $59,448-62.2% | $93,696-76.0% | $74,459-69.8% |
| Participation rate | 72.5% | 59.6%+12.9pp | 68.7%+3.8pp | 67.2%+5.3pp |
| Annual return | 11.48% | 82.11%-70.6pp | 133.74%-122.3pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,786 | $1,266+41.0% | $2,422-26.3% | $2,626-32.0% |
| Participant deferral / active EE | $1,440 | $3,052-52.8% | $4,417-67.4% | $4,350-66.9% |
| Admin fee / account holder | $229 | $3,027-92.5% | $8,287-97.2% | $1,945-88.2% |