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| Provider | Service type | Compensation |
|---|---|---|
Service code 18 · EIN 13-5674085 | Custodial (other than securities); In... | $24,252 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,962 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $14,321 | $28,416-49.6% | $73,550-80.5% | $69,631-79.4% |
| Participation rate | 20.8% | 38.3%-17.6pp | 54.9%-34.1pp | 70.7%-49.9pp |
| Annual return | 21.49% | -694.13%+715.6pp | -15.16%+36.7pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $112 | $430-73.9% | $1,219-90.8% | $2,032-94.5% |
| Participant deferral / active EE | $625 | $897-30.3% | $1,804-65.4% | $3,224-80.6% |
| Admin fee / account holder | $67 | $104-36.2% | $2,320-97.1% | $110-39.7% |