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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,050 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $1,261 | $73,397-98.3% | $178,014-99.3% | $74,546-98.3% |
| Participation rate | 85.6% | 66.6%+19.0pp | 77.1%+8.5pp | 67.2%+18.4pp |
| Annual return | 0.00% | 17.49%-17.5pp | 294.80%-294.8pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $577 | $2,217-74.0% | $3,950-85.4% | $2,624-78.0% |
| Participant deferral / active EE | $865 | $4,512-80.8% | $6,276-86.2% | $4,347-80.1% |
| Admin fee / account holder | $22 | $1,809-98.8% | $10,362-99.8% | $1,944-98.9% |