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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,265 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES CORP Service code 49 2300 WINDY RIDGE PARKWAY · ATLANTA, GA 30339 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,620 | $81,487-89.4% | $102,412-91.6% | $80,935-89.3% |
| Participation rate | 74.5% | 66.8%+7.6pp | 74.5%0pp | 67.7%+6.8pp |
| Annual return | 12.70% | 25.60%-12.9pp | 24.94%-12.2pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,687 | $3,871-56.4% | $5,060-66.7% | $4,299-60.8% |
| Admin fee / account holder | $15 | $6,717-99.8% | $8,388-99.8% | $6,924-99.8% |