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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,103 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,467 | $68,878-67.4% | $120,574-81.4% | $80,935-72.2% |
| Participation rate | 97.7% | 61.7%+36.0pp | 71.9%+25.8pp | 67.7%+30.0pp |
| Annual return | 28.79% | 23.67%+5.1pp | 107.42%-78.6pp | 35.66%-6.9pp |
| Employer contribution / active EE | $2,179 | $2,065+5.5% | $3,471-37.2% | $2,757-21.0% |
| Participant deferral / active EE | $3,835 | $3,189+20.3% | $4,996-23.2% | $4,299-10.8% |
| Admin fee / account holder | $113 | $5,782-98.0% | $9,445-98.8% | $6,924-98.4% |