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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,175 |
ADP BROKER-DEALER2+ 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 | $27,704 | $74,089-62.6% | $133,980-79.3% | $55,167-49.8% |
| Participation rate | 93.2% | 84.3%+8.9pp | 87.1%+6.1pp | 69.0%+24.2pp |
| Annual return | 6.49% | 12.11%-5.6pp | 29.30%-22.8pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,657 | $3,064-45.9% | $5,211-68.2% | $1,963-15.6% |
| Participant deferral / active EE | $2,935 | $4,678-37.3% | $6,282-53.3% | $3,054-3.9% |
| Admin fee / account holder | $23 | $458-94.9% | $9,324-99.7% | $504-95.3% |