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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,332 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 18586 MAIN STREET · HUNTINGTON BEACH, CA 92648 | Other Services | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,420 | $46,732-90.5% | $156,551-97.2% | $55,167-92.0% |
| Participation rate | 77.3% | 65.8%+11.5pp | 84.0%-6.7pp | 69.0%+8.3pp |
| Annual return | 8.83% | 17.72%-8.9pp | 32.23%-23.4pp | 169.23%-160.4pp |
| Employer contribution / active EE | $281 | $2,105-86.7% | $5,501-94.9% | $1,963-85.7% |
| Participant deferral / active EE | $859 | $2,204-61.0% | $4,871-82.4% | $3,054-71.9% |
| Admin fee / account holder | $9 | $418-97.9% | $13,028-99.9% | $504-98.3% |