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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,100 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC WEALTH MANAGEMENT2+ years Service code 49 1211 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Services | $0 |
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 | $9,248 | $51,447-82.0% | $104,614-91.2% | $73,412-87.4% |
| Participation rate | 97.8% | 68.2%+29.6pp | 74.1%+23.7pp | 72.2%+25.6pp |
| Annual return | 40.60% | 25.06%+15.5pp | 340.56%-300.0pp | 59.30%-18.7pp |
| Employer contribution / active EE | $1,191 | $1,441-17.3% | $2,681-55.6% | $2,234-46.7% |
| Participant deferral / active EE | $5,744 | $3,058+87.8% | $3,739+53.6% | $3,806+50.9% |
| Admin fee / account holder | $5 | $122-95.8% | $6,464-99.9% | $158-96.8% |