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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,164 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $2,914 | $83,090-96.5% | $130,062-97.8% | $71,529-95.9% |
| Participation rate | 82.0% | 74.1%+7.9pp | 78.5%+3.5pp | 67.9%+14.1pp |
| Annual return | 0.00% | 20.61%-20.6pp | -137.37%+137.4pp | 28.97%-29.0pp |
| Employer contribution / active EE | $0 | $2,624-100.0% | $4,322-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,119 | $4,436-52.2% | $5,821-63.6% | $4,291-50.6% |
| Admin fee / account holder | $6 | $1,727-99.7% | $10,601-99.9% | $1,588-99.6% |