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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: ROYAL ALLIANCE SECURITIES Service code 49 22954 EL TORO RD · LAKE FOREST, CA 92630 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,244 | $73,638-52.1% | $95,964-63.3% | $73,497-52.0% |
| Participation rate | 15.0% | 76.2%-61.2pp | 77.1%-62.1pp | 70.7%-55.7pp |
| Annual return | 17.88% | 16.78%+1.1pp | 91.64%-73.8pp | 28.51%-10.6pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $395 | $3,617-89.1% | $4,167-90.5% | $3,740-89.4% |
| Admin fee / account holder | $3 | $482-99.4% | $6,797-100.0% | $513-99.5% |