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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 50 CRAGWOOD ROAD, · SOUTH PLAINFIELD, NJ 07080 | Accounting | $6,000 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $345 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
FINANCIAL TELESIS2 years 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,101 | $98,766-61.4% | $149,730-74.6% | $79,852-52.3% |
| Participation rate | 28.4% | 75.8%-47.4pp | 82.5%-54.1pp | 69.6%-41.2pp |
| Annual return | 11.83% | 27.43%-15.6pp | 276.70%-264.9pp | 31.72%-19.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,413 | $5,681-39.9% | $6,843-50.1% | $3,740-8.8% |
| Admin fee / account holder | $7 | $6,052-99.9% | $9,310-99.9% | $5,306-99.9% |