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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,403 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $7,982 | $57,352-86.1% | $83,831-90.5% | $64,173-87.6% |
| Participation rate | 92.8% | 68.6%+24.2pp | 76.1%+16.6pp | 69.6%+23.2pp |
| Annual return | -9.51% | 11.38%-20.9pp | 850.99%-860.5pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,061 | $2,546-58.3% | $3,631-70.8% | $2,381-55.4% |
| Participant deferral / active EE | $2,415 | $2,993-19.3% | $4,082-40.8% | $3,470-30.4% |
| Admin fee / account holder | $76 | $4,046-98.1% | $5,479-98.6% | $4,887-98.5% |