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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,456 |
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 | $8,575 | $86,655-90.1% | $119,622-92.8% | $66,938-87.2% |
| Participation rate | 80.9% | 75.6%+5.3pp | 79.3%+1.6pp | 69.8%+11.0pp |
| Annual return | -14.44% | -8.00%-6.4pp | -14.98%+0.5pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,148 | $2,536-54.7% | $4,232-72.9% | $2,545-54.9% |
| Participant deferral / active EE | $2,508 | $4,358-42.4% | $5,601-55.2% | $4,238-40.8% |
| Admin fee / account holder | $46 | $755-93.9% | $10,328-99.6% | $594-92.3% |