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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,128 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | 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 | $11,755 | $73,638-84.0% | $95,960-87.8% | $73,493-84.0% |
| Participation rate | 92.5% | 76.2%+16.3pp | 77.1%+15.4pp | 70.7%+21.8pp |
| Annual return | 16.81% | 16.78%0pp | 91.63%-74.8pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,133 | $1,863-39.2% | $2,541-55.4% | $2,270-50.1% |
| Participant deferral / active EE | $1,985 | $3,617-45.1% | $4,167-52.4% | $3,740-46.9% |
| Admin fee / account holder | $31 | $482-93.6% | $6,797-99.5% | $513-93.9% |