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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $510 |
ADP BROKER-DEALER2 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 | $4,644 | $54,573-91.5% | $90,970-94.9% | $73,497-93.7% |
| Participation rate | 72.1% | 61.2%+10.9pp | 69.0%+3.1pp | 70.7%+1.4pp |
| Annual return | 17.84% | 16.69%+1.1pp | 134.60%-116.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $568 | $991-42.7% | $2,122-73.2% | $2,270-75.0% |
| Participant deferral / active EE | $936 | $2,517-62.8% | $3,373-72.3% | $3,740-75.0% |
| Admin fee / account holder | $18 | $521-96.5% | $5,961-99.7% | $513-96.4% |