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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,544 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,294 | $19,646-68.0% | $71,585-91.2% | $64,097-90.2% |
| Participation rate | 86.7% | 64.7%+22.0pp | 68.2%+18.6pp | 55.2%+31.5pp |
| Annual return | 18.10% | 36.81%-18.7pp | 59.26%-41.2pp | 34.64%-16.5pp |
| Employer contribution / active EE | $0 | $713-100.0% | $1,669-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,279 | $1,665+36.9% | $2,923-22.0% | $3,080-26.0% |
| Admin fee / account holder | $13 | $1,850-99.3% | $4,712-99.7% | $3,454-99.6% |