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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,183 |
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 | $33,637 | $59,123-43.1% | $77,183-56.4% | $75,181-55.3% |
| Participation rate | 98.5% | 63.9%+34.6pp | 69.6%+28.9pp | 67.2%+31.3pp |
| Annual return | 16.16% | 26.72%-10.6pp | 37.89%-21.7pp | 160.69%-144.5pp |
| Employer contribution / active EE | $3,747 | $1,996+87.8% | $2,534+47.9% | $2,671+40.3% |
| Participant deferral / active EE | $4,061 | $2,999+35.4% | $3,833+6.0% | $4,126-1.6% |
| Admin fee / account holder | $60 | $4,776-98.7% | $5,475-98.9% | $5,650-98.9% |