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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC3+ years Filed as: ABD REITREMENT SERVICES Service code 15 · EIN 80-0833114 | Recordkeeping | $12,203 |
Filed as: SILICON VALLEY ACCOUNTANCY CORPORAT Service code 15 · EIN 77-0573994 | Recordkeeping | $11,101 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,195 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,926 | $36,767-29.5% | $81,473-68.2% | $62,293-58.4% |
| Participation rate | 45.3% | 54.4%-9.2pp | 68.0%-22.7pp | 69.5%-24.2pp |
| Annual return | 18.58% | 173.80%-155.2pp | 38.78%-20.2pp | 28.90%-10.3pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,956 | $2,111-7.3% | $3,537-44.7% | $3,169-38.3% |
| Admin fee / account holder | $126 | $797-84.2% | $4,561-97.2% | $479-73.8% |