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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC11+ years Service code 15 · EIN 27-3463733 | Recordkeeping | $23,249 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,190 |
ADP BROKER-DEALER11+ 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 | $48,188 | $76,407-36.9% | $150,298-67.9% | $82,448-41.6% |
| Participation rate | 97.1% | 66.4%+30.7pp | 77.8%+19.3pp | 68.1%+29.0pp |
| Annual return | 15.57% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $361 | $2,614-86.2% | $4,154-91.3% | $2,551-85.9% |
| Participant deferral / active EE | $3,377 | $3,214+5.1% | $5,453-38.1% | $4,139-18.4% |
| Admin fee / account holder | $228 | $6,352-96.4% | $14,116-98.4% | $7,234-96.8% |