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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,350 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 4640 W 77TH ST STE 280 · EDINA, MN 55435 | 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 | $16,160 | $32,425-50.2% | $74,577-78.3% | $55,167-70.7% |
| Participation rate | 87.8% | 54.0%+33.8pp | 68.1%+19.7pp | 69.0%+18.8pp |
| Annual return | 14.57% | 10.63%+3.9pp | 20.47%-5.9pp | 169.23%-154.7pp |
| Employer contribution / active EE | $1,780 | $1,043+70.6% | $2,525-29.5% | $1,963-9.3% |
| Participant deferral / active EE | $2,688 | $1,995+34.7% | $3,458-22.3% | $3,054-12.0% |
| Admin fee / account holder | $38 | $748-94.9% | $4,138-99.1% | $504-92.4% |