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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,084 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,752 | $52,293-89.0% | $178,499-96.8% | $73,412-92.2% |
| Participation rate | 91.3% | 65.3%+26.0pp | 81.9%+9.4pp | 72.2%+19.2pp |
| Annual return | 20.96% | 34.75%-13.8pp | 151.10%-130.1pp | 59.30%-38.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,311 | $2,332-0.9% | $5,202-55.6% | $3,806-39.3% |
| Admin fee / account holder | $46 | $127-64.2% | $13,986-99.7% | $158-71.1% |