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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $100 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,939 | $52,467-88.7% | $57,196-89.6% | $55,167-89.2% |
| Participation rate | 70.5% | 75.8%-5.3pp | 75.3%-4.8pp | 69.0%+1.5pp |
| Annual return | 9.68% | 7.72%+2.0pp | 14.59%-4.9pp | 169.23%-159.6pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $885 | $2,830-68.7% | $3,096-71.4% | $3,054-71.0% |
| Admin fee / account holder | $1 | $269-99.7% | $3,141-100.0% | $504-99.8% |