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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $505 |
ADP BROKER-DEALER1+ years 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).
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 | $3,204 | $64,954-95.1% | $115,752-97.2% | $62,293-94.9% |
| Participation rate | 83.9% | 73.0%+10.9pp | 77.8%+6.2pp | 69.5%+14.4pp |
| Annual return | 0.00% | 24.87%-24.9pp | 19.41%-19.4pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,497 | $2,344-36.1% | $3,492-57.1% | $2,042-26.7% |
| Participant deferral / active EE | $2,318 | $3,665-36.8% | $5,204-55.5% | $3,169-26.9% |
| Admin fee / account holder | $4 | $414-99.1% | $6,278-99.9% | $479-99.2% |