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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,525 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SLC MANAGEMENT4 years 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 | $20,143 | $100,801-80.0% | $149,745-86.5% | $73,412-72.6% |
| Participation rate | 93.6% | 77.7%+15.9pp | 82.5%+11.1pp | 72.2%+21.4pp |
| Annual return | 46.52% | 265.34%-218.8pp | 276.72%-230.2pp | 59.30%-12.8pp |
| Employer contribution / active EE | $862 | $3,312-74.0% | $4,646-81.4% | $2,234-61.4% |
| Participant deferral / active EE | $6,861 | $6,404+7.1% | $6,843+0.3% | $3,806+80.3% |
| Admin fee / account holder | $18 | $181-89.8% | $9,312-99.8% | $158-88.3% |