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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,979 |
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 | $13,409 | $62,166-78.4% | $81,353-83.5% | $74,459-82.0% |
| Participation rate | 95.8% | 64.1%+31.8pp | 69.5%+26.3pp | 67.2%+28.6pp |
| Annual return | 52.88% | 16.50%+36.4pp | 24.82%+28.1pp | 1369.70%-1316.8pp |
| Employer contribution / active EE | $1,556 | $1,881-17.3% | $2,464-36.8% | $2,626-40.7% |
| Participant deferral / active EE | $3,883 | $3,223+20.5% | $3,8850% | $4,350-10.7% |
| Admin fee / account holder | $131 | $1,925-93.2% | $5,766-97.7% | $1,945-93.3% |