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| Provider | Service type | Compensation |
|---|---|---|
KLICHS LLP1 year Service code 15 · EIN 46-2608003 | Recordkeeping | $9,000 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,700 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $83,244 | $66,302+25.6% | $110,243-24.5% | $56,289+47.9% |
| Participation rate | 98.5% | 74.9%+23.6pp | 79.8%+18.7pp | 69.9%+28.6pp |
| Annual return | 3.31% | -1.18%+4.5pp | 314.76%-311.4pp | -9.96%+13.3pp |
| Employer contribution / active EE | $11,358 | $2,047+454.8% | $3,827+196.8% | $2,111+438.0% |
| Participant deferral / active EE | $6,032 | $3,381+78.4% | $4,672+29.1% | $3,350+80.1% |
| Admin fee / account holder | $44 | $698-93.7% | $8,548-99.5% | $521-91.5% |