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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $6,884 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,845 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant 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).
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 | $4,402 | $84,948-94.8% | $70,476-93.8% | $73,412-94.0% |
| Participation rate | 81.4% | 79.9%+1.5pp | 75.1%+6.4pp | 72.2%+9.2pp |
| Annual return | 17.72% | 13.39%+4.3pp | 109.12%-91.4pp | 59.30%-41.6pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,738-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,089 | $3,387-67.8% | $3,710-70.6% | $3,806-71.4% |
| Admin fee / account holder | $16 | $98-83.9% | $3,847-99.6% | $158-90.0% |