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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,920 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 40 E ALAMAR AVE · SANTA BARBARA, CA 93105 | 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,373 | $66,310-69.3% | $93,606-78.2% | $65,185-68.7% |
| Participation rate | 80.7% | 74.0%+6.7pp | 75.8%+4.9pp | 70.2%+10.5pp |
| Annual return | 35.60% | 42.58%-7.0pp | 32.76%+2.8pp | 29.38%+6.2pp |
| Employer contribution / active EE | $833 | $2,012-58.6% | $2,718-69.4% | $2,177-61.7% |
| Participant deferral / active EE | $2,295 | $3,342-31.3% | $4,069-43.6% | $3,514-34.7% |
| Admin fee / account holder | $28 | $6,897-99.6% | $7,888-99.6% | $847-96.7% |