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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $175 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $3,925 | $44,425-91.2% | $67,834-94.2% | $55,167-92.9% |
| Participation rate | 73.3% | 59.7%+13.6pp | 68.8%+4.5pp | 69.0%+4.3pp |
| Annual return | 6.71% | 17.80%-11.1pp | 138.47%-131.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $652 | $2,166-69.9% | $3,160-79.4% | $3,054-78.7% |
| Admin fee / account holder | $5 | $530-99.1% | $4,622-99.9% | $504-99.1% |