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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,091 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
BROOKLIGT PLACE SECURITIES4 years Service code 49 1901 BUTTERFIELD RD · DOWNERS GROVE, IL 60515 | 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 | $23,265 | $55,423-58.0% | $155,602-85.0% | $74,400-68.7% |
| Participation rate | 93.2% | 61.9%+31.3pp | 78.2%+15.0pp | 67.2%+26.0pp |
| Annual return | 14.46% | 269.07%-254.6pp | 64.81%-50.3pp | 1367.51%-1353.1pp |
| Employer contribution / active EE | $2,511 | $2,266+10.8% | $4,675-46.3% | $2,624-4.3% |
| Participant deferral / active EE | $4,345 | $2,835+53.3% | $5,629-22.8% | $4,348-0.1% |
| Admin fee / account holder | $31 | $1,744-98.2% | $15,923-99.8% | $1,944-98.4% |