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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $760 |
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 | $1,112 | $58,895-98.1% | $178,503-99.4% | $73,497-98.5% |
| Participation rate | 77.3% | 66.2%+11.1pp | 81.9%-4.6pp | 70.7%+6.6pp |
| Annual return | 37.26% | 24.86%+12.4pp | 151.12%-113.9pp | 28.51%+8.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $732 | $2,567-71.5% | $5,202-85.9% | $3,740-80.4% |
| Admin fee / account holder | $2 | $400-99.4% | $13,987-100.0% | $513-99.5% |