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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,527 |
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 | $11,683 | $50,919-77.1% | $155,556-92.5% | $77,762-85.0% |
| Participation rate | 80.8% | 63.1%+17.7pp | 78.2%+2.6pp | 70.6%+10.2pp |
| Annual return | 157.53% | 34.84%+122.7pp | 64.84%+92.7pp | 31.27%+126.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,697 | $2,824-4.5% | $5,631-52.1% | $4,651-42.0% |
| Admin fee / account holder | $104 | $437-76.2% | $15,885-99.3% | $433-76.0% |