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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,101 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $3,800 | $63,314-94.0% | $91,004-95.8% | $62,293-93.9% |
| Participation rate | 93.3% | 73.3%+19.9pp | 75.6%+17.7pp | 69.5%+23.7pp |
| Annual return | 15.76% | 21.00%-5.2pp | 4.60%+11.2pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,474 | $1,807-18.5% | $2,456-40.0% | $2,042-27.8% |
| Participant deferral / active EE | $470 | $2,944-84.0% | $3,548-86.7% | $3,169-85.2% |
| Admin fee / account holder | $27 | $468-94.3% | $5,417-99.5% | $479-94.4% |