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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROCYON ADVISORS, LLC Service code 15 · EIN 82-1652002 | Recordkeeping | $5,048 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,999 |
ADP BROKER-DEALER4 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,756 | $101,795-92.4% | $165,100-95.3% | $80,959-90.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.28% | 16.73%-5.5pp | 70.21%-58.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $3,262 | $2,954+10.4% | $4,348-25.0% | $2,757+18.3% |
| Participant deferral / active EE | $1,468 | $4,476-67.2% | $6,035-75.7% | $4,300-65.9% |
| Admin fee / account holder | $31 | $8,221-99.6% | $12,696-99.8% | $6,925-99.5% |