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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLED ADVISORS, INC.2 years Service code 15 · EIN 59-3782727 | Recordkeeping | $6,982 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,363 |
ADP BROKER-DEALER5+ 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 | $4,744 | $66,319-92.8% | $93,621-94.9% | $65,185-92.7% |
| Participation rate | 98.9% | 74.0%+24.9pp | 75.8%+23.0pp | 70.2%+28.7pp |
| Annual return | 19.88% | 42.59%-22.7pp | 32.76%-12.9pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,429 | $2,013-29.0% | $2,719-47.4% | $2,177-34.4% |
| Participant deferral / active EE | $480 | $3,343-85.6% | $4,070-88.2% | $3,514-86.3% |
| Admin fee / account holder | $30 | $6,900-99.6% | $7,890-99.6% | $847-96.5% |