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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,047 |
Participant contribution per participant 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 | $11,656 | $101,539-88.5% | $147,041-92.1% | $74,400-84.3% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.3pp |
| Annual return | 0.00% | 8740.84%-8740.8pp | 419.21%-419.2pp | 1367.51%-1367.5pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,177 | $7,304-83.9% | $8,071-85.4% | $4,348-72.9% |
| Admin fee / account holder | $36 | $1,749-97.9% | $13,006-99.7% | $1,944-98.1% |