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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,722 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $10,307 | $65,092-84.2% | $143,799-92.8% | $66,938-84.6% |
| Participation rate | 79.0% | 65.2%+13.8pp | 80.3%-1.3pp | 69.8%+9.2pp |
| Annual return | 22.71% | -11.14%+33.8pp | -0.04%+22.8pp | 1.58%+21.1pp |
| Employer contribution / active EE | $755 | $2,362-68.0% | $4,952-84.8% | $2,545-70.4% |
| Participant deferral / active EE | $3,427 | $2,920+17.3% | $5,638-39.2% | $4,238-19.2% |
| Admin fee / account holder | $32 | $502-93.6% | $14,677-99.8% | $594-94.6% |