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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $18,350 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,520 |
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 | $9,551 | $46,722-79.6% | $130,660-92.7% | $65,185-85.3% |
| Participation rate | 91.7% | 60.9%+30.8pp | 71.7%+20.0pp | 70.2%+21.5pp |
| Annual return | 19.14% | 24.17%-5.0pp | 1709.29%-1690.2pp | 29.38%-10.2pp |
| Employer contribution / active EE | $977 | $1,488-34.3% | $4,092-76.1% | $2,177-55.1% |
| Participant deferral / active EE | $1,794 | $2,545-29.5% | $3,603-50.2% | $3,514-49.0% |
| Admin fee / account holder | $6 | $453-98.7% | $5,463-99.9% | $847-99.3% |