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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $33,402 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,718 |
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 | $40,488 | $76,551-47.1% | $123,894-67.3% | $62,881-35.6% |
| Participation rate | 83.7% | 73.0%+10.7pp | 81.4%+2.3pp | 69.3%+14.4pp |
| Annual return | 9.54% | 18.68%-9.1pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $6,993 | $2,882+142.6% | $4,617+51.5% | $2,281+206.6% |
| Participant deferral / active EE | $4,175 | $4,840-13.7% | $5,984-30.2% | $3,203+30.3% |
| Admin fee / account holder | $19 | $4,826-99.6% | $8,357-99.8% | $4,296-99.6% |