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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $380 |
ADP BROKER-DEALER1 year 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 | $1,439 | $58,726-97.5% | $92,240-98.4% | $62,293-97.7% |
| Participation rate | 82.2% | 68.3%+13.8pp | 76.5%+5.7pp | 69.5%+12.7pp |
| Annual return | 82.64% | 43.62%+39.0pp | 176.29%-93.7pp | 28.90%+53.7pp |
| Employer contribution / active EE | $736 | $2,392-69.2% | $3,680-80.0% | $2,042-64.0% |
| Participant deferral / active EE | $939 | $2,766-66.0% | $3,897-75.9% | $3,169-70.4% |
| Admin fee / account holder | $2 | $556-99.7% | $5,194-100.0% | $479-99.6% |