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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,814 |
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 | $27,796 | $76,112-63.5% | $96,544-71.2% | $71,529-61.1% |
| Participation rate | 86.3% | 74.4%+11.9pp | 76.0%+10.3pp | 67.9%+18.3pp |
| Annual return | 32.04% | 22.80%+9.2pp | 25.88%+6.2pp | 28.97%+3.1pp |
| Employer contribution / active EE | $1,037 | $2,248-53.9% | $2,966-65.0% | $2,590-60.0% |
| Participant deferral / active EE | $3,095 | $4,217-26.6% | $4,851-36.2% | $4,291-27.9% |
| Admin fee / account holder | $35 | $2,708-98.7% | $8,254-99.6% | $1,588-97.8% |