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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $621 |
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 | $2,605 | $80,748-96.8% | $102,383-97.5% | $74,429-96.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 0.00% | 27.57%-27.6pp | 24.94%-24.9pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $1,154 | $3,159-63.5% | $3,870-70.2% | $2,625-56.0% |
| Participant deferral / active EE | $1,437 | $3,861-62.8% | $5,060-71.6% | $4,348-67.0% |
| Admin fee / account holder | $5 | $2,371-99.8% | $8,391-99.9% | $1,944-99.7% |