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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $460 |
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).
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 | $5,501 | $53,128-89.6% | $86,582-93.6% | $70,126-92.2% |
| Participation rate | 79.3% | 65.3%+14.0pp | 73.5%+5.8pp | 69.5%+9.8pp |
| Annual return | 22.80% | 27.66%-4.9pp | 965.08%-942.3pp | 73.15%-50.3pp |
| Employer contribution / active EE | $1,077 | $2,068-47.9% | $2,839-62.1% | $2,343-54.0% |
| Participant deferral / active EE | $576 | $2,695-78.6% | $3,609-84.0% | $3,332-82.7% |
| Admin fee / account holder | $3 | $3,584-99.9% | $4,904-99.9% | $4,645-99.9% |