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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-8874282 | Recordkeeping | $16,575 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,645 |
ADP BROKER-DEALER1 year 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,083 | $44,873-4.0% | $79,467-45.8% | $56,289-23.5% |
| Participation rate | 98.4% | 68.7%+29.6pp | 73.3%+25.0pp | 69.9%+28.5pp |
| Annual return | 1.68% | 0.81%+0.9pp | 718.30%-716.6pp | -9.96%+11.6pp |
| Employer contribution / active EE | $2,314 | $2,140+8.1% | $2,800-17.4% | $2,111+9.6% |
| Participant deferral / active EE | $3,889 | $2,746+41.6% | $3,704+5.0% | $3,350+16.1% |
| Admin fee / account holder | $157 | $418-62.5% | $5,104-96.9% | $521-69.9% |