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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,350 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAGEPOINT FINANCIAL INC2+ years Filed as: AIG SECURITIES A.K.A. SAGEPOINT ADV Service code 49 201 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Other Services | $0 |
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 | $26,398 | $75,183-64.9% | $123,894-78.7% | $55,167-52.1% |
| Participation rate | 94.2% | 72.8%+21.3pp | 81.4%+12.8pp | 69.0%+25.2pp |
| Annual return | 9.96% | 19.01%-9.0pp | 47.52%-37.6pp | 169.23%-159.3pp |
| Employer contribution / active EE | $1,894 | $2,823-32.9% | $4,617-59.0% | $1,963-3.5% |
| Participant deferral / active EE | $5,673 | $5,084+11.6% | $5,984-5.2% | $3,054+85.7% |
| Admin fee / account holder | $9 | $663-98.7% | $8,357-99.9% | $504-98.2% |