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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,386 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,092 | $47,977-93.6% | $154,107-98.0% | $56,287-94.5% |
| Participation rate | 76.8% | 66.2%+10.6pp | 83.0%-6.3pp | 69.9%+6.9pp |
| Annual return | -8.67% | 3.54%-12.2pp | 735.12%-743.8pp | -9.96%+1.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $766 | $2,392-68.0% | $5,081-84.9% | $3,350-77.1% |
| Admin fee / account holder | $61 | $438-86.1% | $13,411-99.5% | $521-88.3% |