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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,407 |
PRINCIPLED ADVISORS, INC.3 years Service code 15 · EIN 59-3782727 | Recordkeeping | $8,406 |
ADP BROKER-DEALER6+ 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 | $5,336 | $70,917-92.5% | $98,920-94.6% | $73,497-92.7% |
| Participation rate | 94.8% | 73.8%+21.0pp | 76.0%+18.8pp | 70.7%+24.2pp |
| Annual return | 14.25% | 34.18%-19.9pp | 196.47%-182.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,155 | $2,037-43.3% | $2,689-57.0% | $2,270-49.1% |
| Participant deferral / active EE | $510 | $3,501-85.4% | $4,245-88.0% | $3,740-86.4% |
| Admin fee / account holder | $30 | $535-94.4% | $6,643-99.5% | $513-94.1% |