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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,066 |
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 | $16,842 | $72,303-76.7% | $86,698-80.6% | $64,819-74.0% |
| Participation rate | 98.0% | 80.4%+17.6pp | 76.6%+21.4pp | 71.5%+26.5pp |
| Annual return | -5.31% | 392.77%-398.1pp | 35.95%-41.3pp | 32.84%-38.2pp |
| Employer contribution / active EE | $4,407 | $2,393+84.2% | $2,837+55.4% | $2,507+75.8% |
| Participant deferral / active EE | $10,203 | $4,660+119.0% | $4,656+119.1% | $4,311+136.7% |
| Admin fee / account holder | $101 | $174-42.2% | $7,493-98.7% | $188-46.5% |