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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,460 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SLC MANAGEMENT3 years Filed as: AIG SECURITIES Service code 49 3700 STATE ST STE 310 · SANTA BARBARA, CA 93105 | Other Services | $0 |
Employer 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,831 | $88,122-86.6% | $141,162-91.6% | $67,579-82.5% |
| Participation rate | 86.4% | 76.5%+9.9pp | 82.5%+3.9pp | 71.3%+15.1pp |
| Annual return | 41.10% | 75.40%-34.3pp | 71.39%-30.3pp | 378.56%-337.5pp |
| Employer contribution / active EE | $394 | $3,224-87.8% | $4,735-91.7% | $2,148-81.7% |
| Participant deferral / active EE | $4,573 | $5,958-23.2% | $6,709-31.8% | $3,539+29.2% |
| Admin fee / account holder | $4 | $131-97.0% | $10,261-100.0% | $142-97.3% |