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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 | $61,391-36.7% | $149,723-74.1% | $71,529-45.7% |
| Participation rate | 70.3% | 62.5%+7.8pp | 78.8%-8.4pp | 67.9%+2.4pp |
| Annual return | 20.28% | 35.88%-15.6pp | 134.50%-114.2pp | 28.97%-8.7pp |
| Employer contribution / active EE | $1,959 | $2,384-17.8% | $4,821-59.4% | $2,590-24.3% |
| Participant deferral / active EE | $4,338 | $2,921+48.5% | $5,682-23.7% | $4,291+1.1% |
| Admin fee / account holder | $24 | $1,264-98.1% | $13,215-99.8% | $1,588-98.5% |