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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $18,568 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $850 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $8,118 | $72,177-88.8% | $115,038-92.9% | $59,633-86.4% |
| Participation rate | 84.4% | 72.6%+11.9pp | 81.4%+3.0pp | 68.7%+15.7pp |
| Annual return | -2.85% | 12.02%-14.9pp | 26.14%-29.0pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,015 | $4,783+4.9% | $6,026-16.8% | $3,192+57.1% |
| Admin fee / account holder | $6 | $4,927-99.9% | $8,175-99.9% | $4,297-99.9% |