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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $10,871 |
ADP BROKER-DEALER6 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 | $21,617 | $41,150-47.5% | $80,607-73.2% | $71,495-69.8% |
| Participation rate | 86.7% | 50.3%+36.4pp | 67.0%+19.7pp | 67.9%+18.7pp |
| Annual return | 22.01% | 38.48%-16.5pp | 936.11%-914.1pp | 28.85%-6.8pp |
| Employer contribution / active EE | $1,340 | $1,515-11.6% | $2,724-50.8% | $2,589-48.3% |
| Participant deferral / active EE | $2,831 | $2,701+4.8% | $4,448-36.3% | $4,291-34.0% |
| Admin fee / account holder | $87 | $1,841-95.3% | $5,379-98.4% | $1,588-94.5% |