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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 595 S. FEDERAL HGWY · BOCA RATON, FL 33432 | Other Services | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,190 | $73,102-60.1% | $123,549-76.4% | $56,287-48.1% |
| Participation rate | 84.3% | 74.3%+10.0pp | 82.3%+2.0pp | 69.9%+14.4pp |
| Annual return | -6.41% | 3.01%-9.4pp | 119.20%-125.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $4,496 | $2,977+51.0% | $4,628-2.9% | $2,111+113.0% |
| Participant deferral / active EE | $6,247 | $5,423+15.2% | $6,426-2.8% | $3,350+86.5% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |