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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $495 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 601 UNION STREET SUITE 5200 · SEATTLE, WA 98101 | 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,211 | $65,041-65.9% | $90,951-75.6% | $79,858-72.2% |
| Participation rate | 87.3% | 61.6%+25.7pp | 69.0%+18.3pp | 69.6%+17.7pp |
| Annual return | 18.94% | 30.45%-11.5pp | 134.60%-115.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,339 | $2,512+72.7% | $3,373+28.6% | $3,740+16.0% |
| Admin fee / account holder | $4 | $4,536-99.9% | $5,959-99.9% | $5,306-99.9% |