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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,075 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participant 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).
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 | $3,128 | $56,640-94.5% | $78,002-96.0% | $55,167-94.3% |
| Participation rate | 91.4% | 73.3%+18.1pp | 75.5%+15.9pp | 69.0%+22.5pp |
| Annual return | 7.46% | 2868.48%-2861.0pp | 425.99%-418.5pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,238 | $1,724-28.2% | $2,470-49.9% | $1,963-36.9% |
| Participant deferral / active EE | $442 | $2,778-84.1% | $3,497-87.4% | $3,054-85.5% |
| Admin fee / account holder | $25 | $467-94.7% | $5,481-99.6% | $504-95.1% |