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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 | $16,790-62.5% | $64,489-90.2% | $67,986-90.7% |
| Participation rate | 86.7% | 62.4%+24.3pp | 67.7%+19.0pp | 57.2%+29.5pp |
| Annual return | 18.10% | 30.55%-12.5pp | 55.03%-36.9pp | 31.67%-13.6pp |
| Employer contribution / active EE | $0 | $648-100.0% | $1,523-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,279 | $1,510+50.9% | $2,778-18.0% | $3,358-32.1% |
| Admin fee / account holder | $13 | $1,690-99.2% | $4,260-99.7% | $3,203-99.6% |