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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $620 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SLC MANAGEMENT2 years Filed as: AIG SECURITIES Service code 49 3700 STATE ST STE 310 · SANTA BARBARA, CA 93105 | Other Services | $0 |
Annual investment return 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 | $11,467 | $73,102-84.3% | $123,553-90.7% | $56,289-79.6% |
| Participation rate | 98.6% | 74.3%+24.3pp | 82.3%+16.3pp | 69.9%+28.8pp |
| Annual return | -7.39% | 3.01%-10.4pp | 119.21%-126.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,731 | $5,423+24.1% | $6,426+4.7% | $3,350+100.9% |
| Admin fee / account holder | $3 | $554-99.5% | $9,284-100.0% | $521-99.4% |