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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $17,867 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,971 |
ADP BROKER-DEALER2+ 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).
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 | $17,558 | $42,546-58.7% | $71,796-75.5% | $55,167-68.2% |
| Participation rate | 87.7% | 59.1%+28.6pp | 69.1%+18.6pp | 69.0%+18.7pp |
| Annual return | 9.54% | 12.36%-2.8pp | 78.04%-68.5pp | 169.23%-159.7pp |
| Employer contribution / active EE | $1 | $803-99.9% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,910 | $2,064+41.0% | $2,794+4.1% | $3,054-4.7% |
| Admin fee / account holder | $68 | $650-89.6% | $4,815-98.6% | $504-86.6% |