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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,638 |
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 | $1,808 | $84,493-97.9% | $125,381-98.6% | $66,938-97.3% |
| Participation rate | 75.3% | 76.4%-1.2pp | 82.4%-7.1pp | 69.8%+5.4pp |
| Annual return | 1.53% | -8.49%+10.0pp | 572.31%-570.8pp | 1.58%-0.1pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,260 | $6,783-81.4% | $7,448-83.1% | $4,238-70.3% |
| Admin fee / account holder | $43 | $685-93.7% | $10,007-99.6% | $594-92.8% |