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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $990 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,287 | $29,359-61.6% | $56,025-79.9% | - |
| Participation rate | 99.0% | 38.0%+60.9pp | 52.5%+46.5pp | - |
| Annual return | 10.04% | 15.65%-5.6pp | 1712.69%-1702.7pp | - |
| Employer contribution / active EE | $296 | $424-30.3% | $1,042-71.6% | - |
| Participant deferral / active EE | $1,808 | $855+111.4% | $1,955-7.5% | - |
| Admin fee / account holder | $18 | $1,790-99.0% | $2,828-99.4% | - |