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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,561 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | 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 | $2,015 | $47,977-95.8% | $154,107-98.7% | $56,287-96.4% |
| Participation rate | 83.1% | 66.2%+16.9pp | 83.0%0pp | 69.9%+13.2pp |
| Annual return | -11.34% | 3.54%-14.9pp | 735.12%-746.5pp | -9.96%-1.4pp |
| Employer contribution / active EE | $379 | $2,169-82.5% | $5,298-92.8% | $2,111-82.0% |
| Participant deferral / active EE | $723 | $2,392-69.8% | $5,081-85.8% | $3,350-78.4% |
| Admin fee / account holder | $10 | $438-97.7% | $13,411-99.9% | $521-98.1% |