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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,013 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CADARET GRANT & CO INC3+ years Filed as: CADARET GRANT Service code 49 1 UNIVERSITY PLAZA DR # 108 · HACKENSACK, NJ 07601 | Other Services | $0 |
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,045 | $66,459-95.4% | $81,353-96.3% | $77,736-96.1% |
| Participation rate | 78.8% | 68.7%+10.1pp | 69.5%+9.3pp | 70.6%+8.3pp |
| Annual return | 14.24% | 15.95%-1.7pp | 24.82%-10.6pp | 31.26%-17.0pp |
| Employer contribution / active EE | $615 | $2,156-71.5% | $2,464-75.0% | $2,728-77.4% |
| Participant deferral / active EE | $1,453 | $3,674-60.5% | $3,885-62.6% | $4,651-68.8% |
| Admin fee / account holder | $14 | $585-97.6% | $5,766-99.8% | $433-96.8% |