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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,313 |
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 | $10,269 | $55,437-81.5% | $155,534-93.4% | $74,459-86.2% |
| Participation rate | 95.0% | 61.9%+33.1pp | 78.2%+16.8pp | 67.2%+27.8pp |
| Annual return | 33.08% | 269.58%-236.5pp | 64.92%-31.8pp | 1369.70%-1336.6pp |
| Employer contribution / active EE | $1,010 | $2,266-55.4% | $4,675-78.4% | $2,626-61.5% |
| Participant deferral / active EE | $4,146 | $2,837+46.1% | $5,630-26.4% | $4,350-4.7% |
| Admin fee / account holder | $17 | $1,742-99.0% | $15,900-99.9% | $1,945-99.1% |