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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC5+ years Service code 15 · EIN 27-3463733 | Recordkeeping | $15,878 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,326 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,972 | $85,169-66.0% | $172,755-83.2% | $72,983-60.3% |
| Participation rate | 89.9% | 70.1%+19.8pp | 82.6%+7.2pp | 69.5%+20.4pp |
| Annual return | 23.93% | 27.32%-3.4pp | 802.94%-779.0pp | 81.01%-57.1pp |
| Employer contribution / active EE | $373 | $3,324-88.8% | $5,144-92.7% | $2,440-84.7% |
| Participant deferral / active EE | $2,949 | $3,260-9.5% | $5,198-43.3% | $3,608-18.3% |
| Admin fee / account holder | $167 | $5,880-97.2% | $13,955-98.8% | $5,124-96.7% |