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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,163 |
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 | $10,605 | $69,823-84.8% | $76,872-86.2% | $74,460-85.8% |
| Participation rate | 86.9% | 70.0%+16.9pp | 69.6%+17.3pp | 70.7%+16.2pp |
| Annual return | 35.69% | 19.99%+15.7pp | 37.90%-2.2pp | 34.38%+1.3pp |
| Employer contribution / active EE | $1,442 | $2,148-32.9% | $2,533-43.1% | $2,638-45.3% |
| Participant deferral / active EE | $3,160 | $3,558-11.2% | $3,832-17.5% | $4,530-30.2% |
| Admin fee / account holder | $53 | $398-86.8% | $5,476-99.0% | $348-84.9% |