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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,661 |
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 | $9,250 | $79,169-88.3% | $100,415-90.8% | $74,478-87.6% |
| Participation rate | 75.5% | 79.4%-3.9pp | 81.5%-6.0pp | 67.2%+8.3pp |
| Annual return | 0.00% | 20.51%-20.5pp | 49.47%-49.5pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,808 | $7,751-76.7% | $8,091-77.7% | $4,350-58.4% |
| Admin fee / account holder | $33 | $1,337-97.6% | $7,906-99.6% | $1,946-98.3% |