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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $9,393 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $625 |
ADP BROKER-DEALER1+ 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 | $7,659 | $70,002-89.1% | $115,037-93.3% | $52,331-85.4% |
| Participation rate | 85.0% | 72.1%+12.9pp | 81.4%+3.6pp | 68.1%+16.9pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,280 | $4,920-74.0% | $6,026-78.8% | $3,022-57.6% |
| Admin fee / account holder | $4 | $566-99.3% | $8,175-99.9% | $592-99.3% |