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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
ADP BROKER-DEALER1 year 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,124 | $89,652-79.8% | $141,197-87.2% | $65,186-72.2% |
| Participation rate | 70.7% | 74.7%-4.0pp | 82.5%-11.7pp | 70.2%+0.5pp |
| Annual return | 47.31% | 32.79%+14.5pp | 71.41%-24.1pp | 29.39%+17.9pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,940 | $5,691-13.2% | $6,710-26.4% | $3,514+40.6% |
| Admin fee / account holder | $25 | $569-95.6% | $10,265-99.8% | $847-97.0% |