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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,654 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL FINANCIAL SERVICES INC. Service code 49 4970 BLUEBONNET BLVD · BATON ROUGE, LA 70809 | Other Services | $0 |
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,719 | $76,000-95.1% | $154,107-97.6% | $64,186-94.2% |
| Participation rate | 78.5% | 70.4%+8.0pp | 83.0%-4.6pp | 69.6%+8.9pp |
| Annual return | -11.41% | 30.32%-41.7pp | 735.12%-746.5pp | 7.63%-19.0pp |
| Employer contribution / active EE | $3,564 | $3,351+6.4% | $5,298-32.7% | $2,381+49.7% |
| Participant deferral / active EE | $2,692 | $3,175-15.2% | $5,081-47.0% | $3,470-22.4% |
| Admin fee / account holder | $13 | $5,596-99.8% | $13,411-99.9% | $4,888-99.7% |