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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $971 |
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 | $1,494 | $63,861-97.7% | $104,639-98.6% | $79,856-98.1% |
| Participation rate | 98.4% | 64.9%+33.5pp | 74.1%+24.3pp | 69.6%+28.8pp |
| Annual return | 25.17% | 21.30%+3.9pp | 340.67%-315.5pp | 31.71%-6.5pp |
| Employer contribution / active EE | $395 | $1,588-75.1% | $2,682-85.3% | $2,471-84.0% |
| Participant deferral / active EE | $861 | $2,693-68.0% | $3,738-77.0% | $3,741-77.0% |
| Admin fee / account holder | $7 | $4,185-99.8% | $6,465-99.9% | $5,306-99.9% |