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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $10,289 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $825 |
ADP BROKER-DEALER2 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 | $17,329 | $89,652-80.7% | $141,177-87.7% | $65,185-73.4% |
| Participation rate | 91.8% | 74.7%+17.1pp | 82.5%+9.3pp | 70.2%+21.6pp |
| Annual return | 26.43% | 32.79%-6.4pp | 71.40%-45.0pp | 29.38%-3.0pp |
| Employer contribution / active EE | $1,442 | $3,065-52.9% | $4,736-69.5% | $2,177-33.7% |
| Participant deferral / active EE | $2,266 | $5,691-60.2% | $6,710-66.2% | $3,514-35.5% |
| Admin fee / account holder | $59 | $569-89.5% | $10,263-99.4% | $847-93.0% |