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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,351 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,943 | $62,166-77.6% | $81,353-82.9% | $74,459-81.3% |
| Participation rate | 95.1% | 64.1%+31.1pp | 69.5%+25.6pp | 67.2%+27.9pp |
| Annual return | 10.67% | 16.50%-5.8pp | 24.82%-14.1pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $1,671 | $1,881-11.1% | $2,464-32.2% | $2,626-36.4% |
| Participant deferral / active EE | $3,744 | $3,223+16.1% | $3,885-3.6% | $4,350-13.9% |
| Admin fee / account holder | $58 | $1,925-97.0% | $5,766-99.0% | $1,945-97.0% |