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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $330 |
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 | $1,023 | $55,449-98.2% | $83,850-98.8% | $56,287-98.2% |
| Participation rate | 78.2% | 68.0%+10.2pp | 76.1%+2.0pp | 69.9%+8.3pp |
| Annual return | 0.00% | -1.38%+1.4pp | 850.92%-850.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,079 | $2,935-63.2% | $4,082-73.6% | $3,350-67.8% |
| Admin fee / account holder | $2 | $656-99.6% | $5,478-100.0% | $521-99.5% |