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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC6+ years Service code 15 · EIN 27-3463733 | Recordkeeping | $17,249 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,970 |
ADP BROKER-DEALER6+ 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 | $36,738 | $91,179-59.7% | $178,499-79.4% | $79,852-54.0% |
| Participation rate | 98.7% | 69.2%+29.5pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 17.66% | 24.19%-6.5pp | 151.10%-133.4pp | 31.72%-14.1pp |
| Employer contribution / active EE | $216 | $3,256-93.4% | $5,011-95.7% | $2,471-91.3% |
| Participant deferral / active EE | $2,813 | $3,236-13.1% | $5,202-45.9% | $3,740-24.8% |
| Admin fee / account holder | $173 | $6,749-97.4% | $13,986-98.8% | $5,306-96.7% |