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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,871 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,576 | $59,006-60.0% | $97,260-75.8% | $74,459-68.3% |
| Participation rate | 91.9% | 63.7%+28.2pp | 72.7%+19.2pp | 67.2%+24.7pp |
| Annual return | 14.64% | 16.04%-1.4pp | 75.54%-60.9pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $2,797 | $1,894+47.7% | $2,721+2.8% | $2,626+6.5% |
| Participant deferral / active EE | $4,537 | $3,671+23.6% | $4,262+6.5% | $4,350+4.3% |
| Admin fee / account holder | $52 | $1,974-97.4% | $5,640-99.1% | $1,945-97.3% |