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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $32,315 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,675 |
ADP BROKER-DEALER1+ 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 | $27,801 | $72,177-61.5% | $115,038-75.8% | $59,633-53.4% |
| Participation rate | 89.7% | 72.6%+17.1pp | 81.4%+8.3pp | 68.7%+21.0pp |
| Annual return | -1.39% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $8,177 | $2,841+187.8% | $4,608+77.4% | $2,203+271.2% |
| Participant deferral / active EE | $4,787 | $4,783+0.1% | $6,026-20.6% | $3,192+50.0% |
| Admin fee / account holder | $10 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |