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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $220 |
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).
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 | $1,931 | $47,977-96.0% | $154,111-98.7% | $56,287-96.6% |
| Participation rate | 89.3% | 66.2%+23.2pp | 83.0%+6.3pp | 69.9%+19.5pp |
| Annual return | -15.76% | 3.54%-19.3pp | 735.18%-750.9pp | -9.96%-5.8pp |
| Employer contribution / active EE | $431 | $2,169-80.1% | $5,298-91.9% | $2,111-79.6% |
| Participant deferral / active EE | $1,032 | $2,392-56.9% | $5,081-79.7% | $3,350-69.2% |
| Admin fee / account holder | $1 | $438-99.7% | $13,411-100.0% | $521-99.8% |