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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,825 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $9,000 | $51,466-82.5% | $78,778-88.6% | $62,293-85.6% |
| Participation rate | 87.5% | 59.8%+27.7pp | 69.2%+18.3pp | 69.5%+18.0pp |
| Annual return | 13.58% | 19.96%-6.4pp | 35.62%-22.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $292 | $827-64.7% | $1,986-85.3% | $2,042-85.7% |
| Participant deferral / active EE | $446 | $2,147-79.2% | $2,958-84.9% | $3,169-85.9% |
| Admin fee / account holder | $31 | $489-93.7% | $5,134-99.4% | $479-93.6% |