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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,402 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,030 | $84,499-66.8% | $125,391-77.6% | $66,949-58.1% |
| Participation rate | 71.2% | 76.4%-5.2pp | 82.4%-11.2pp | 69.8%+1.4pp |
| Annual return | 196.15% | -8.49%+204.6pp | 572.41%-376.3pp | 1.57%+194.6pp |
| Employer contribution / active EE | $2,795 | $3,554-21.3% | $4,816-42.0% | $2,545+9.8% |
| Participant deferral / active EE | $5,294 | $6,785-22.0% | $7,448-28.9% | $4,239+24.9% |
| Admin fee / account holder | $64 | $685-90.6% | $10,009-99.4% | $594-89.2% |