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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,050 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 1500 QUAIL ST · NEWPORT BEACH, CA 92660 | 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 | $38,461 | $63,114-39.1% | $92,909-58.6% | $65,185-41.0% |
| Participation rate | 83.3% | 68.8%+14.6pp | 76.0%+7.3pp | 70.2%+13.1pp |
| Annual return | 34.82% | 28.75%+6.1pp | 109.44%-74.6pp | 29.38%+5.4pp |
| Employer contribution / active EE | $2,366 | $2,571-8.0% | $3,653-35.2% | $2,177+8.7% |
| Participant deferral / active EE | $4,880 | $3,108+57.0% | $4,238+15.1% | $3,514+38.9% |
| Admin fee / account holder | $75 | $624-87.9% | $5,795-98.7% | $847-91.1% |