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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $33,079 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $23,401 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | 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 | $12,859 | $32,085-59.9% | $40,145,923-100.0% | $57,658-77.7% |
| Participation rate | 91.3% | 66.0%+25.3pp | 68.4%+22.9pp | 70.2%+21.0pp |
| Annual return | 7.15% | 9.60%-2.5pp | 5.24%+1.9pp | 5.13%+2.0pp |
| Employer contribution / active EE | $0 | $1,179-100.0% | $1,844-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,641 | $1,957-16.1% | $2,591-36.6% | $3,061-46.4% |
| Admin fee / account holder | $52 | $75-30.8% | $2,903-98.2% | $95-45.0% |