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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,239 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | 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 | $29,009 | $67,703-57.2% | $127,803-77.3% | $65,185-55.5% |
| Participation rate | 83.4% | 74.5%+8.9pp | 79.0%+4.4pp | 70.2%+13.2pp |
| Annual return | 25.54% | 24.36%+1.2pp | 26.14%-0.6pp | 29.38%-3.8pp |
| Employer contribution / active EE | $2,965 | $3,724-20.4% | $4,576-35.2% | $2,177+36.2% |
| Participant deferral / active EE | $5,953 | $4,787+24.4% | $6,023-1.2% | $3,514+69.4% |
| Admin fee / account holder | $13 | $618-97.8% | $9,399-99.9% | $847-98.4% |