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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,550 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RBC WEALTH MANAGEMENT2+ years Service code 49 111 ROCKVILLE PIKE SUITE 825 · ROCKVILLE, MD 20850 | 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 | $12,622 | $75,183-83.2% | $123,894-89.8% | $55,167-77.1% |
| Participation rate | 87.1% | 72.8%+14.3pp | 81.4%+5.7pp | 69.0%+18.1pp |
| Annual return | 12.55% | 19.01%-6.5pp | 47.52%-35.0pp | 169.23%-156.7pp |
| Employer contribution / active EE | $959 | $2,823-66.0% | $4,617-79.2% | $1,963-51.1% |
| Participant deferral / active EE | $3,342 | $5,084-34.3% | $5,984-44.2% | $3,054+9.4% |
| Admin fee / account holder | $13 | $663-98.0% | $8,357-99.8% | $504-97.4% |