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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $9,787 |
ADP BROKER-DEALER1 year Filed as: ADP. INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,296 |
ADP BROKER-DEALER6+ 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 | $11,407 | $53,901-78.8% | $134,162-91.5% | $73,493-84.5% |
| Participation rate | 81.0% | 62.8%+18.2pp | 72.2%+8.8pp | 70.7%+10.3pp |
| Annual return | 12.09% | 15.82%-3.7pp | 36.35%-24.3pp | 28.51%-16.4pp |
| Employer contribution / active EE | $712 | $1,458-51.2% | $3,705-80.8% | $2,270-68.7% |
| Participant deferral / active EE | $1,439 | $2,739-47.5% | $3,500-58.9% | $3,740-61.5% |
| Admin fee / account holder | $9 | $581-98.4% | $6,685-99.9% | $513-98.2% |