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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $4,792 |
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 | $15,874 | $48,053-67.0% | $84,628-81.2% | $72,975-78.2% |
| Participation rate | 89.7% | 57.6%+32.2pp | 68.2%+21.5pp | 69.5%+20.3pp |
| Annual return | 20.67% | 37.39%-16.7pp | 258.80%-238.1pp | 81.01%-60.3pp |
| Employer contribution / active EE | $756 | $1,602-52.8% | $2,653-71.5% | $2,440-69.0% |
| Participant deferral / active EE | $2,459 | $2,681-8.3% | $3,900-36.9% | $3,608-31.8% |
| Admin fee / account holder | $58 | $3,395-98.3% | $4,914-98.8% | $5,124-98.9% |