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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,503 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $5,773 |
WILLIAM BLAIR5+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $5,475 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,956 | $89,652-76.6% | $141,162-85.2% | $65,185-67.9% |
| Participation rate | 75.1% | 74.7%+0.4pp | 82.5%-7.3pp | 70.2%+4.9pp |
| Annual return | 22.32% | 32.79%-10.5pp | 71.39%-49.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $1 | $3,065-100.0% | $4,735-100.0% | $2,177-99.9% |
| Participant deferral / active EE | $3,578 | $5,691-37.1% | $6,709-46.7% | $3,514+1.8% |
| Admin fee / account holder | $73 | $569-87.2% | $10,261-99.3% | $847-91.4% |