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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
ADP BROKER-DEALER1 year 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 | $325 | $43,423-99.3% | $78,676-99.6% | $55,167-99.4% |
| Participation rate | 83.8% | 68.0%+15.8pp | 73.6%+10.2pp | 69.0%+14.8pp |
| Annual return | 9.77% | 11.53%-1.8pp | 62.19%-52.4pp | 169.23%-159.5pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $383 | $2,509-84.7% | $3,517-89.1% | $3,054-87.5% |
| Admin fee / account holder | $2 | $416-99.5% | $4,510-99.9% | $504-99.6% |