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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,830 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,092 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $19,344 | $73,532-73.7% | $178,540-89.2% | $74,459-74.0% |
| Participation rate | 94.0% | 66.6%+27.4pp | 77.1%+16.9pp | 67.2%+26.8pp |
| Annual return | 20.56% | 17.51%+3.1pp | 27.15%-6.6pp | 1369.70%-1349.1pp |
| Employer contribution / active EE | $1,748 | $2,221-21.3% | $3,953-55.8% | $2,626-33.4% |
| Participant deferral / active EE | $3,916 | $4,519-13.3% | $6,281-37.6% | $4,350-10.0% |
| Admin fee / account holder | $225 | $1,813-87.6% | $10,424-97.8% | $1,945-88.4% |