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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,381 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $22,856 | $61,166-62.6% | $185,849-87.7% | $79,391-71.2% |
| Participation rate | 85.7% | 66.6%+19.1pp | 81.7%+4.0pp | 70.7%+15.0pp |
| Annual return | 16.62% | 19.45%-2.8pp | 122.10%-105.5pp | 116.88%-100.3pp |
| Employer contribution / active EE | $4,010 | $2,321+72.8% | $5,169-22.4% | $2,428+65.2% |
| Participant deferral / active EE | $4,958 | $2,789+77.8% | $5,569-11.0% | $4,046+22.5% |
| Admin fee / account holder | $37 | $710-94.8% | $16,244-99.8% | $627-94.1% |