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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,919 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,445 | $65,390-70.3% | $169,368-88.5% | $71,457-72.8% |
| Participation rate | 86.0% | 67.0%+19.0pp | 77.1%+8.9pp | 67.9%+18.1pp |
| Annual return | 14.08% | 21.31%-7.2pp | 405.60%-391.5pp | 28.85%-14.8pp |
| Employer contribution / active EE | $1,763 | $2,079-15.2% | $4,013-56.1% | $2,588-31.8% |
| Participant deferral / active EE | $2,731 | $4,367-37.5% | $6,221-56.1% | $4,289-36.3% |
| Admin fee / account holder | $46 | $1,324-96.5% | $9,003-99.5% | $1,587-97.1% |