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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $965 |
ADP BROKER-DEALER1 year 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,374 | $63,924-91.6% | $108,582-95.1% | $55,167-90.3% |
| Participation rate | 83.8% | 74.3%+9.4pp | 79.6%+4.2pp | 69.0%+14.8pp |
| Annual return | 9.34% | 15.31%-6.0pp | -51.70%+61.0pp | 169.23%-159.9pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,947 | $3,067-36.5% | $4,311-54.8% | $3,054-36.3% |
| Admin fee / account holder | $8 | $618-98.8% | $7,645-99.9% | $504-98.5% |