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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,872 |
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 | $3,694 | $101,672-96.4% | $147,117-97.5% | $74,478-95.0% |
| Participation rate | 92.0% | 75.5%+16.4pp | 82.2%+9.8pp | 67.2%+24.7pp |
| Annual return | 0.00% | 8757.83%-8757.8pp | 420.54%-420.5pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $1,154 | $3,813-69.7% | $4,932-76.6% | $2,626-56.0% |
| Participant deferral / active EE | $1,692 | $7,305-76.8% | $8,065-79.0% | $4,350-61.1% |
| Admin fee / account holder | $20 | $1,753-98.9% | $12,993-99.8% | $1,946-99.0% |