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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,374 |
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 | $8,196 | $59,006-86.1% | $97,260-91.6% | $74,459-89.0% |
| Participation rate | 82.6% | 63.7%+18.9pp | 72.7%+9.9pp | 67.2%+15.3pp |
| Annual return | 19.19% | 16.04%+3.2pp | 75.54%-56.4pp | 1369.70%-1350.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,721-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,723 | $3,671-25.8% | $4,262-36.1% | $4,350-37.4% |
| Admin fee / account holder | $55 | $1,974-97.2% | $5,640-99.0% | $1,945-97.1% |