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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,237 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CALTON Service code 49 6700 JEFFERSON HIGHWAY · BATON ROUGE, LA 70806 | 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 | $12,288 | $85,171-85.6% | $172,752-92.9% | $72,975-83.2% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 21.67% | 27.32%-5.7pp | 802.97%-781.3pp | 81.01%-59.3pp |
| Employer contribution / active EE | $910 | $3,324-72.6% | $5,144-82.3% | $2,440-62.7% |
| Participant deferral / active EE | $3,043 | $3,260-6.6% | $5,198-41.4% | $3,608-15.6% |
| Admin fee / account holder | $120 | $5,880-98.0% | $13,955-99.1% | $5,124-97.7% |