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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $27,374 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,925 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,982 | $75,183-61.5% | $123,894-76.6% | $55,167-47.5% |
| Participation rate | 67.7% | 72.8%-5.1pp | 81.4%-13.7pp | 69.0%-1.2pp |
| Annual return | 9.51% | 19.01%-9.5pp | 47.52%-38.0pp | 169.23%-159.7pp |
| Employer contribution / active EE | $3,355 | $2,823+18.8% | $4,617-27.3% | $1,963+71.0% |
| Participant deferral / active EE | $8,018 | $5,084+57.7% | $5,984+34.0% | $3,054+162.5% |
| Admin fee / account holder | $11 | $663-98.4% | $8,357-99.9% | $504-97.9% |