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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,883 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 49 1765 E SKYLINE DRIVE · TUCSON, AZ 85718 | 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).
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 | $8,400 | $45,687-81.6% | $67,834-87.6% | - |
| Participation rate | 84.3% | 59.9%+24.4pp | 68.8%+15.5pp | - |
| Annual return | 7.52% | 24.25%-16.7pp | 138.47%-130.9pp | - |
| Employer contribution / active EE | $255 | $851-70.0% | $2,403-89.4% | - |
| Participant deferral / active EE | $1,774 | $1,936-8.4% | $3,160-43.9% | - |
| Admin fee / account holder | $17 | $7,721-99.8% | $4,622-99.6% | - |