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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,796 |
ADP BROKER-DEALER3 years 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 | $12,107 | $63,365-80.9% | $91,994-86.8% | $72,976-83.4% |
| Participation rate | 89.2% | 72.5%+16.7pp | 78.6%+10.6pp | 69.5%+19.7pp |
| Annual return | 24.47% | 35.35%-10.9pp | 69.04%-44.6pp | 81.02%-56.6pp |
| Employer contribution / active EE | $952 | $2,116-55.0% | $3,453-72.4% | $2,440-61.0% |
| Participant deferral / active EE | $1,938 | $4,883-60.3% | $5,924-67.3% | $3,608-46.3% |
| Admin fee / account holder | $125 | $4,670-97.3% | $7,744-98.4% | $5,124-97.6% |