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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $220 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
FINANCIAL TELESIS1 year Service code 49 135 GRAND AVE STE 237 · SUWANEE, GA 30024 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,898 | $89,364-58.7% | $141,177-73.9% | $72,983-49.4% |
| Participation rate | 25.3% | 75.1%-49.8pp | 82.5%-57.2pp | 69.5%-44.2pp |
| Annual return | 24.78% | 111.86%-87.1pp | 71.40%-46.6pp | 81.01%-56.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,272 | $5,419-39.6% | $6,710-51.2% | $3,608-9.3% |
| Admin fee / account holder | $5 | $5,959-99.9% | $10,263-99.9% | $5,124-99.9% |