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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ 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 | $13,331 | $62,324-78.6% | $68,509-80.5% | $55,191-75.8% |
| Participation rate | 87.3% | 78.9%+8.4pp | 74.7%+12.5pp | 69.2%+18.1pp |
| Annual return | 0.06% | 4.26%-4.2pp | 8.27%-8.2pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,451 | $2,223-34.7% | $2,278-36.3% | $1,899-23.6% |
| Participant deferral / active EE | $2,926 | $3,425-14.6% | $3,382-13.5% | $3,046-3.9% |
| Admin fee / account holder | $14 | $91-84.3% | $5,275-99.7% | $91-84.2% |