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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,481 |
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 | $14,754 | $102,393-85.6% | $147,041-90.0% | $80,911-81.8% |
| Participation rate | 98.9% | 75.9%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 0.00% | 134.95%-134.9pp | 419.21%-419.2pp | 35.63%-35.6pp |
| Employer contribution / active EE | $1,378 | $3,715-62.9% | $4,935-72.1% | $2,756-50.0% |
| Participant deferral / active EE | $2,576 | $6,647-61.2% | $8,071-68.1% | $4,297-40.1% |
| Admin fee / account holder | $54 | $7,943-99.3% | $13,006-99.6% | $6,935-99.2% |