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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,080 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,386 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $22,796 | $59,467-61.7% | $93,727-75.7% | $74,478-69.4% |
| Participation rate | 93.3% | 59.6%+33.7pp | 68.7%+24.6pp | 67.2%+26.1pp |
| Annual return | 10.94% | 82.14%-71.2pp | 133.83%-122.9pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $1,071 | $1,267-15.4% | $2,421-55.8% | $2,626-59.2% |
| Participant deferral / active EE | $2,196 | $3,052-28.0% | $4,417-50.3% | $4,350-49.5% |
| Admin fee / account holder | $129 | $3,028-95.7% | $8,292-98.4% | $1,946-93.4% |