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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $385 |
ADP BROKER-DEALER1 year 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 | $5,350 | $39,028-86.3% | $80,741-93.4% | $85,856-93.8% |
| Participation rate | 80.5% | 41.6%+39.0pp | 54.2%+26.4pp | 69.3%+11.2pp |
| Annual return | 12.51% | 26.31%-13.8pp | 87.30%-74.8pp | 318.58%-306.1pp |
| Employer contribution / active EE | $381 | $722-47.3% | $1,160-67.2% | $2,565-85.2% |
| Participant deferral / active EE | $518 | $1,326-60.9% | $2,145-75.9% | $3,952-86.9% |
| Admin fee / account holder | $3 | $2,429-99.9% | $3,380-99.9% | $6,261-99.9% |