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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,491 |
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 | $33,736 | $79,209-57.4% | $102,434-67.1% | $74,459-54.7% |
| Participation rate | 88.6% | 74.8%+13.8pp | 76.5%+12.1pp | 67.2%+21.4pp |
| Annual return | 12.98% | 54.98%-42.0pp | 29.46%-16.5pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $1,583 | $2,362-33.0% | $3,023-47.7% | $2,626-39.7% |
| Participant deferral / active EE | $3,867 | $4,417-12.5% | $5,055-23.5% | $4,350-11.1% |
| Admin fee / account holder | $144 | $2,002-92.8% | $9,462-98.5% | $1,945-92.6% |