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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $22,758 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,010 |
ADP BROKER-DEALER5+ years 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).
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 | $22,454 | $89,370-74.9% | $141,197-84.1% | $72,976-69.2% |
| Participation rate | 84.9% | 75.1%+9.8pp | 82.5%+2.4pp | 69.5%+15.4pp |
| Annual return | 29.70% | 111.88%-82.2pp | 71.41%-41.7pp | 81.02%-51.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,144 | $5,419+13.4% | $6,710-8.4% | $3,608+70.3% |
| Admin fee / account holder | $36 | $5,957-99.4% | $10,265-99.7% | $5,124-99.3% |