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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,850 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
INVESTORS CAPITAL CORPORATION2+ years Service code 49 5925 SILVER SPRINGS STE B · EL PASO, TX 79912 | Other Services | $0 |
Participant contribution per participant 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).
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 | $2,994 | $43,423-93.1% | $78,676-96.2% | $55,167-94.6% |
| Participation rate | 92.4% | 68.0%+24.4pp | 73.6%+18.9pp | 69.0%+23.4pp |
| Annual return | 7.14% | 11.53%-4.4pp | 62.19%-55.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $427 | $1,997-78.6% | $2,850-85.0% | $1,963-78.2% |
| Participant deferral / active EE | $689 | $2,509-72.5% | $3,517-80.4% | $3,054-77.4% |
| Admin fee / account holder | $9 | $416-97.8% | $4,510-99.8% | $504-98.1% |