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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,060 |
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 | $35,036 | $78,707-55.5% | $117,861-70.3% | $70,126-50.0% |
| Participation rate | 80.5% | 73.2%+7.3pp | 79.7%+0.8pp | 69.5%+10.9pp |
| Annual return | 14.09% | 23.30%-9.2pp | 335.11%-321.0pp | 73.15%-59.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,301 | $3,297+0.1% | $4,482-26.4% | $3,332-0.9% |
| Admin fee / account holder | $95 | $5,066-98.1% | $8,021-98.8% | $4,645-98.0% |