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| Provider | Service type | Compensation |
|---|---|---|
SRPC, INC1 year Service code 15 · EIN 81-2204426 | Recordkeeping | $7,135 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,686 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,646 | $60,989-76.0% | $60,906-76.0% | $66,938-78.1% |
| Participation rate | 71.0% | 74.5%-3.4pp | 73.1%-2.1pp | 69.8%+1.2pp |
| Annual return | -10.49% | -9.60%-0.9pp | 16.94%-27.4pp | 1.58%-12.1pp |
| Employer contribution / active EE | $1,749 | $2,661-34.3% | $2,703-35.3% | $2,545-31.3% |
| Participant deferral / active EE | $2,029 | $3,615-43.9% | $3,814-46.8% | $4,238-52.1% |
| Admin fee / account holder | $75 | $338-77.9% | $3,227-97.7% | $594-87.4% |