Filed December 23, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,910 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | 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).
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 | $10,640 | $65,592-83.8% | $90,161-88.2% | $69,631-84.7% |
| Participation rate | 79.7% | 77.6%+2.1pp | 76.9%+2.8pp | 70.7%+9.0pp |
| Annual return | 34.58% | 57.10%-22.5pp | 34.89%-0.3pp | 27571.02%-27536.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,049 | $5,257-3.9% | $5,287-4.5% | $3,224+56.6% |
| Admin fee / account holder | $17 | $86-80.1% | $5,943-99.7% | $110-84.6% |