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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $410 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CAPFINANCIAL SECURITIES LLC Service code 49 737 BISHOP STREET · HONOLULU, HI 96813 | Other Services | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $2,859 | $50,385-94.3% | $75,501-96.2% | $62,293-95.4% |
| Participation rate | 97.8% | 67.7%+30.1pp | 72.4%+25.5pp | 69.5%+28.3pp |
| Annual return | 15.31% | 19.90%-4.6pp | 27.35%-12.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $303 | $1,537-80.3% | $2,352-87.1% | $2,042-85.2% |
| Participant deferral / active EE | $1,151 | $2,445-52.9% | $3,142-63.4% | $3,169-63.7% |
| Admin fee / account holder | $2 | $384-99.4% | $5,801-100.0% | $479-99.5% |