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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,177 |
ADP BROKER-DEALER2 years 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 | $46,056 | $69,383-33.6% | $101,275-54.5% | $73,497-37.3% |
| Participation rate | 87.1% | 68.4%+18.7pp | 75.8%+11.3pp | 70.7%+16.4pp |
| Annual return | 25.03% | 18.46%+6.6pp | 46.48%-21.5pp | 28.51%-3.5pp |
| Employer contribution / active EE | $2,869 | $2,628+9.2% | $3,660-21.6% | $2,270+26.4% |
| Participant deferral / active EE | $5,090 | $3,301+54.2% | $4,371+16.4% | $3,740+36.1% |
| Admin fee / account holder | $69 | $704-90.2% | $5,948-98.8% | $513-86.5% |