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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,277 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,024 | $52,961-90.5% | $172,755-97.1% | $65,185-92.3% |
| Participation rate | 82.9% | 66.2%+16.7pp | 82.6%+0.3pp | 70.2%+12.7pp |
| Annual return | 18.56% | 30.12%-11.6pp | 802.94%-784.4pp | 29.38%-10.8pp |
| Employer contribution / active EE | $1,509 | $2,190-31.1% | $5,144-70.7% | $2,177-30.7% |
| Participant deferral / active EE | $596 | $2,471-75.9% | $5,198-88.5% | $3,514-83.0% |
| Admin fee / account holder | $176 | $472-62.7% | $13,955-98.7% | $847-79.2% |