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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,857 |
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $6,192 |
ADP BROKER-DEALER6+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,810 | $73,638-65.0% | $95,964-73.1% | $73,497-64.9% |
| Participation rate | 72.0% | 76.2%-4.2pp | 77.1%-5.1pp | 70.7%+1.3pp |
| Annual return | 12.11% | 16.78%-4.7pp | 91.64%-79.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $631 | $1,863-66.1% | $2,541-75.2% | $2,270-72.2% |
| Participant deferral / active EE | $1,446 | $3,617-60.0% | $4,167-65.3% | $3,740-61.3% |
| Admin fee / account holder | $120 | $482-75.1% | $6,797-98.2% | $513-76.6% |