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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $110 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1 year 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 | $214 | $54,573-99.6% | $90,965-99.8% | $73,493-99.7% |
| Participation rate | 85.1% | 61.2%+23.9pp | 69.0%+16.1pp | 70.7%+14.4pp |
| Annual return | 32.29% | 16.69%+15.6pp | 134.57%-102.3pp | 28.51%+3.8pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $123 | $2,517-95.1% | $3,373-96.4% | $3,740-96.7% |
| Admin fee / account holder | $1 | $521-99.9% | $5,960-100.0% | $513-99.9% |