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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,363 |
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 | $6,834 | $56,503-87.9% | $69,890-90.2% | $64,824-89.5% |
| Participation rate | 74.4% | 70.5%+4.0pp | 70.5%+4.0pp | 71.5%+3.0pp |
| Annual return | -7.87% | -13.44%+5.6pp | 190.84%-198.7pp | 32.84%-40.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,560-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,089 | $3,389-38.4% | $3,848-45.7% | $4,311-51.6% |
| Admin fee / account holder | $36 | $160-77.4% | $6,267-99.4% | $188-80.7% |