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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,108 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,854 | $61,166-57.7% | $185,849-86.1% | $79,391-67.4% |
| Participation rate | 71.4% | 66.6%+4.8pp | 81.7%-10.3pp | 70.7%+0.7pp |
| Annual return | 5.90% | 19.45%-13.5pp | 122.10%-116.2pp | 116.88%-111.0pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,520 | $2,789+26.2% | $5,569-36.8% | $4,046-13.0% |
| Admin fee / account holder | $66 | $710-90.7% | $16,244-99.6% | $627-89.5% |