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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,932 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 49 1765 E SKYLINE DRIVE · TUCSON, AZ 85718 | Other Services | $0 |
Annual investment return 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 | $11,601 | $41,467-72.0% | $67,313-82.8% | $55,725-79.2% |
| Participation rate | 81.1% | 62.5%+18.6pp | 69.1%+12.0pp | 70.9%+10.3pp |
| Annual return | -7.44% | 0.82%-8.3pp | -4.08%-3.4pp | 244.93%-252.4pp |
| Employer contribution / active EE | $231 | $1,316-82.4% | $2,566-91.0% | $2,078-88.9% |
| Participant deferral / active EE | $1,766 | $2,399-26.4% | $3,568-50.5% | $3,356-47.4% |
| Admin fee / account holder | $7 | $102-93.1% | $4,507-99.8% | $115-93.9% |