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| Provider | Service type | Compensation |
|---|---|---|
BELL ROCK CAPITAL, LLC4 years Filed as: BELL ROCK CAPITAL LLC Service code 15 · EIN 84-1659837 | Recordkeeping | $20,948 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,738 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,111 | $73,638-65.9% | $95,956-73.8% | $73,493-65.8% |
| Participation rate | 95.1% | 76.2%+19.0pp | 77.1%+18.1pp | 70.7%+24.5pp |
| Annual return | 15.43% | 16.78%-1.4pp | 91.63%-76.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $2,786 | $1,863+49.5% | $2,541+9.6% | $2,270+22.7% |
| Participant deferral / active EE | $7,030 | $3,617+94.4% | $4,167+68.7% | $3,740+88.0% |
| Admin fee / account holder | $119 | $482-75.2% | $6,797-98.2% | $513-76.7% |