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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2+ years Service code 15 · EIN 27-3463733 | Recordkeeping | $11,238 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,675 |
ADP BROKER-DEALER2+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,522 | $77,638-81.3% | $156,551-90.7% | $62,881-76.9% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 5.72% | 50.33%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $466 | $3,444-86.5% | $5,501-91.5% | $2,281-79.6% |
| Participant deferral / active EE | $2,766 | $3,046-9.2% | $4,871-43.2% | $3,203-13.6% |
| Admin fee / account holder | $116 | $5,561-97.9% | $13,028-99.1% | $4,296-97.3% |