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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $24,840 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $620 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $70,031 | $98,766-29.1% | $149,730-53.2% | $79,852-12.3% |
| Participation rate | 61.2% | 75.8%-14.6pp | 82.5%-21.3pp | 69.6%-8.5pp |
| Annual return | 19.60% | 27.43%-7.8pp | 276.70%-257.1pp | 31.72%-12.1pp |
| Employer contribution / active EE | $2,995 | $3,217-6.9% | $4,645-35.5% | $2,471+21.2% |
| Participant deferral / active EE | $8,078 | $5,681+42.2% | $6,843+18.1% | $3,740+116.0% |
| Admin fee / account holder | $45 | $6,052-99.3% | $9,310-99.5% | $5,306-99.2% |