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| Provider | Service type | Compensation |
|---|---|---|
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.
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 | $23,118 | $46,732-50.5% | $156,551-85.2% | $55,167-58.1% |
| Participation rate | 75.5% | 65.8%+9.7pp | 84.0%-8.5pp | 69.0%+6.5pp |
| Annual return | -0.64% | 17.72%-18.4pp | 32.23%-32.9pp | 169.23%-169.9pp |
| Employer contribution / active EE | $1,374 | $2,105-34.7% | $5,501-75.0% | $1,963-30.0% |
| Participant deferral / active EE | $1,984 | $2,204-10.0% | $4,871-59.3% | $3,054-35.1% |
| Admin fee / account holder | $26 | $418-93.9% | $13,028-99.8% | $504-94.9% |