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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $425 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES1 year Service code 49 7740 EL CAMINO · CARLSBAD, CA 92009 | 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 | $1,610 | $77,638-97.9% | $156,551-99.0% | $62,881-97.4% |
| Participation rate | 81.8% | 71.2%+10.6pp | 84.0%-2.2pp | 69.3%+12.5pp |
| Annual return | 8.04% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $920 | $3,046-69.8% | $4,871-81.1% | $3,203-71.3% |
| Admin fee / account holder | $3 | $5,561-99.9% | $13,028-100.0% | $4,296-99.9% |