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| Provider | Service type | Compensation |
|---|---|---|
MAXCPA LLC1 year Service code 15 · EIN 27-3342679 | Recordkeeping | $6,500 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $180 |
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 | $16,087 | $78,705-79.6% | $117,860-86.4% | $70,124-77.1% |
| Participation rate | 80.3% | 73.2%+7.1pp | 79.7%+0.6pp | 69.5%+10.7pp |
| Annual return | 22.84% | 23.30%-0.5pp | 335.10%-312.3pp | 73.14%-50.3pp |
| Employer contribution / active EE | $284 | $2,223-87.2% | $3,786-92.5% | $2,342-87.9% |
| Participant deferral / active EE | $1,749 | $3,297-47.0% | $4,482-61.0% | $3,332-47.5% |
| Admin fee / account holder | $70 | $5,065-98.6% | $8,021-99.1% | $4,645-98.5% |