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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,439 |
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 | $3,006 | $102,422-97.1% | $147,117-98.0% | $80,959-96.3% |
| Participation rate | 76.1% | 75.9%+0.2pp | 82.2%-6.1pp | 67.7%+8.4pp |
| Annual return | 18.72% | 135.16%-116.4pp | 420.54%-401.8pp | 35.67%-16.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,966 | $6,652-70.4% | $8,065-75.6% | $4,300-54.3% |
| Admin fee / account holder | $39 | $7,953-99.5% | $12,993-99.7% | $6,925-99.4% |