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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,751 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Service code 49 17015 N SCOTTSDALE RD · SCOTTSDALE, AZ 85255 | 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,620 | $44,980-80.8% | $85,063-89.9% | $77,692-88.9% |
| Participation rate | 74.2% | 48.6%+25.5pp | 67.5%+6.7pp | 70.6%+3.6pp |
| Annual return | 2.44% | 79.13%-76.7pp | 66.54%-64.1pp | 31.25%-28.8pp |
| Employer contribution / active EE | $1,959 | $1,607+21.9% | $2,727-28.2% | $2,726-28.2% |
| Participant deferral / active EE | $1,905 | $2,804-32.1% | $4,523-57.9% | $4,648-59.0% |
| Admin fee / account holder | $61 | $911-93.3% | $6,155-99.0% | $431-85.8% |