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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $4,482 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $111 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | 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).
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 | $7,260 | $42,383-82.9% | $76,518-90.5% | $64,173-88.7% |
| Participation rate | 82.8% | 58.1%+24.6pp | 68.0%+14.8pp | 69.6%+13.2pp |
| Annual return | -5.79% | -16.54%+10.7pp | -0.27%-5.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $680 | $1,563-56.5% | $2,647-74.3% | $2,381-71.4% |
| Participant deferral / active EE | $1,762 | $2,566-31.3% | $3,836-54.1% | $3,470-49.2% |
| Admin fee / account holder | $9 | $3,198-99.7% | $4,849-99.8% | $4,887-99.8% |