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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $10,860 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,000 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,451 | $42,546-82.5% | $71,796-89.6% | $55,167-86.5% |
| Participation rate | 84.3% | 59.1%+25.2pp | 69.1%+15.2pp | 69.0%+15.4pp |
| Annual return | 7.07% | 12.36%-5.3pp | 78.04%-71.0pp | 169.23%-162.2pp |
| Employer contribution / active EE | $870 | $803+8.2% | $1,924-54.8% | $1,963-55.7% |
| Participant deferral / active EE | $1,258 | $2,064-39.1% | $2,794-55.0% | $3,054-58.8% |
| Admin fee / account holder | $9 | $650-98.7% | $4,815-99.8% | $504-98.3% |