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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | 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).
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 | $2,899 | $58,523-95.0% | $99,443-97.1% | $72,985-96.0% |
| Participation rate | 84.3% | 64.6%+19.6pp | 73.8%+10.4pp | 69.5%+14.8pp |
| Annual return | 25.93% | 28.51%-2.6pp | 30.72%-4.8pp | 81.00%-55.1pp |
| Employer contribution / active EE | $316 | $1,512-79.1% | $2,540-87.5% | $2,440-87.0% |
| Participant deferral / active EE | $902 | $2,606-65.4% | $3,619-75.1% | $3,607-75.0% |
| Admin fee / account holder | $3 | $4,102-99.9% | $6,250-100.0% | $5,124-99.9% |