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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 | $68,586-67.2% | $120,380-81.3% | $80,911-72.2% |
| Participation rate | 97.7% | 61.6%+36.1pp | 71.9%+25.8pp | 67.6%+30.1pp |
| Annual return | 28.79% | 23.62%+5.2pp | 107.28%-78.5pp | 35.63%-6.8pp |
| Employer contribution / active EE | $2,179 | $2,053+6.2% | $3,465-37.1% | $2,756-20.9% |
| Participant deferral / active EE | $3,835 | $3,174+20.8% | $4,992-23.2% | $4,297-10.7% |
| Admin fee / account holder | $113 | $5,733-98.0% | $9,421-98.8% | $6,935-98.4% |