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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,155 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
SLC MANAGEMENT1 year Filed as: AIG SECURITIES Service code 49 3700 STATE ST STE 310 · SANTA BARBARA, CA 93105 | Other Services | $0 |
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 | $10,752 | $80,753-86.7% | $136,298-92.1% | $62,293-82.7% |
| Participation rate | 88.5% | 73.5%+15.0pp | 81.9%+6.6pp | 69.5%+19.0pp |
| Annual return | 22.49% | 35.83%-13.3pp | 5156.27%-5133.8pp | 28.90%-6.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,268 | $5,164+2.0% | $6,247-15.7% | $3,169+66.2% |
| Admin fee / account holder | $8 | $525-98.5% | $9,244-99.9% | $479-98.3% |