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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $50 |
ADP BROKER-DEALER1+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,100 | $42,772-97.4% | $87,502-98.7% | $55,167-98.0% |
| Participation rate | 70.3% | 66.5%+3.8pp | 73.8%-3.5pp | 69.0%+1.3pp |
| Annual return | 0.00% | 21.20%-21.2pp | 12.21%-12.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $301 | $1,277-76.4% | $2,550-88.2% | $1,963-84.7% |
| Participant deferral / active EE | $628 | $2,342-73.2% | $3,149-80.1% | $3,054-79.4% |
| Admin fee / account holder | $0 | $461-99.9% | $4,221-100.0% | $504-99.9% |