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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,409 |
ADP BROKER-DEALER3+ years 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 | $469 | $56,095-99.2% | $178,498-99.7% | $90,274-99.5% |
| Participation rate | 86.2% | 65.6%+20.6pp | 81.9%+4.2pp | 73.4%+12.8pp |
| Annual return | 35.95% | 28.81%+7.1pp | 151.09%-115.1pp | 53.97%-18.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $488 | $2,669-81.7% | $5,202-90.6% | $4,231-88.5% |
| Admin fee / account holder | $14 | $101-86.3% | $13,985-99.9% | $114-87.9% |