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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,550 |
ADP BROKER-DEALER2+ years 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 | $10,194 | $76,551-86.7% | $123,894-91.8% | $62,881-83.8% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 17.14% | 18.68%-1.5pp | 47.52%-30.4pp | 20.14%-3.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,010 | $4,840+86.2% | $5,984+50.6% | $3,203+181.3% |
| Admin fee / account holder | $34 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |