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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,575 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 49 1350 I STREET NW · WASHINGTON, DC 20005 | 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 | $24,293 | $80,177-69.7% | $123,894-80.4% | $57,658-57.9% |
| Participation rate | 74.5% | 74.4%+0.1pp | 81.4%-6.9pp | 70.2%+4.3pp |
| Annual return | 70.13% | 17.90%+52.2pp | 47.52%+22.6pp | 5.13%+65.0pp |
| Employer contribution / active EE | $2,449 | $2,913-15.9% | $4,617-47.0% | $1,974+24.1% |
| Participant deferral / active EE | $4,460 | $5,130-13.1% | $5,984-25.5% | $3,061+45.7% |
| Admin fee / account holder | $13 | $106-87.7% | $8,357-99.8% | $95-86.2% |