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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $50 |
ADP BROKER-DEALER1+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,845 | $67,602-95.8% | $82,312-96.5% | $70,126-95.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.52% | 21.57%0pp | 25.88%-4.4pp | 73.15%-51.6pp |
| Employer contribution / active EE | $542 | $1,755-69.1% | $2,428-77.7% | $2,343-76.8% |
| Participant deferral / active EE | $313 | $2,987-89.5% | $3,706-91.5% | $3,332-90.6% |
| Admin fee / account holder | $1 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |