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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $254 |
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 | $167 | $32,117-99.5% | $71,086-99.8% | $64,173-99.7% |
| Participation rate | 94.9% | 42.7%+52.2pp | 54.7%+40.3pp | 69.6%+25.3pp |
| Annual return | -8.32% | -5.57%-2.7pp | 650.59%-658.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $230 | $1,263-81.8% | $1,874-87.7% | $3,470-93.4% |
| Admin fee / account holder | $1 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |