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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,131 |
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 | $38,836 | $61,295-36.6% | $149,682-74.1% | $71,476-45.7% |
| Participation rate | 70.3% | 62.5%+7.8pp | 78.8%-8.4pp | 67.9%+2.4pp |
| Annual return | 20.28% | 35.86%-15.6pp | 134.35%-114.1pp | 28.85%-8.6pp |
| Employer contribution / active EE | $1,959 | $2,380-17.7% | $4,818-59.3% | $2,589-24.3% |
| Participant deferral / active EE | $4,338 | $2,918+48.7% | $5,681-23.6% | $4,290+1.1% |
| Admin fee / account holder | $24 | $1,262-98.1% | $13,210-99.8% | $1,587-98.5% |