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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,040 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 ONE PENN PLAZA 47TH FLOOR · NEW YORK, NY 10119 | Other Services | $0 |
Participant 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).
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 | $7,165 | $89,652-92.0% | $141,191-94.9% | $65,185-89.0% |
| Participation rate | 91.8% | 74.7%+17.1pp | 82.5%+9.3pp | 70.2%+21.6pp |
| Annual return | 35.22% | 32.79%+2.4pp | 71.41%-36.2pp | 29.38%+5.8pp |
| Employer contribution / active EE | $1,353 | $3,065-55.9% | $4,736-71.4% | $2,177-37.9% |
| Participant deferral / active EE | $2,568 | $5,691-54.9% | $6,710-61.7% | $3,514-26.9% |
| Admin fee / account holder | $25 | $569-95.6% | $10,264-99.8% | $847-97.1% |