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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $31,442 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,191 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $9,656 | $55,657-82.7% | $63,412-84.8% | $55,191-82.5% |
| Participation rate | 88.7% | 63.4%+25.2pp | 67.1%+21.6pp | 69.2%+19.5pp |
| Annual return | -2.30% | -0.22%-2.1pp | 4.04%-6.3pp | 10.78%-13.1pp |
| Employer contribution / active EE | $0 | $1,026-100.0% | $1,814-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,516 | $1,817-16.5% | $2,496-39.2% | $3,046-50.2% |
| Admin fee / account holder | $42 | $272-84.7% | $3,753-98.9% | $91-54.1% |