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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,198 |
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 | $10,619 | $55,423-80.8% | $155,602-93.2% | $74,400-85.7% |
| Participation rate | 87.1% | 61.9%+25.2pp | 78.2%+8.9pp | 67.2%+19.9pp |
| Annual return | 12.69% | 269.07%-256.4pp | 64.81%-52.1pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $1,394 | $2,266-38.5% | $4,675-70.2% | $2,624-46.9% |
| Participant deferral / active EE | $2,037 | $2,835-28.1% | $5,629-63.8% | $4,348-53.1% |
| Admin fee / account holder | $149 | $1,744-91.5% | $15,923-99.1% | $1,944-92.4% |