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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,978 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,509 | $63,082-64.3% | $81,716-72.5% | $79,852-71.8% |
| Participation rate | 98.5% | 67.5%+30.9pp | 72.0%+26.5pp | 69.6%+28.8pp |
| Annual return | 14.70% | 22.66%-8.0pp | 29.49%-14.8pp | 31.72%-17.0pp |
| Employer contribution / active EE | $4,306 | $1,795+139.9% | $4,310-0.1% | $2,471+74.3% |
| Participant deferral / active EE | $3,163 | $2,780+13.8% | $7,108-55.5% | $3,740-15.4% |
| Admin fee / account holder | $24 | $4,428-99.5% | $5,159-99.5% | $5,306-99.6% |