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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $450 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $13,027 | $70,002-81.4% | $115,037-88.7% | $52,331-75.1% |
| Participation rate | 88.9% | 72.1%+16.8pp | 81.4%+7.6pp | 68.1%+20.8pp |
| Annual return | 6.38% | 4.04%+2.3pp | 26.14%-19.8pp | 4.54%+1.8pp |
| Employer contribution / active EE | $2,436 | $2,715-10.3% | $4,608-47.1% | $1,882+29.5% |
| Participant deferral / active EE | $5,841 | $4,920+18.7% | $6,026-3.1% | $3,022+93.3% |
| Admin fee / account holder | $2 | $566-99.6% | $8,175-100.0% | $592-99.7% |