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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,757 |
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 | $27,418 | $55,470-50.6% | $155,556-82.4% | $74,478-63.2% |
| Participation rate | 89.9% | 61.9%+28.0pp | 78.2%+11.7pp | 67.2%+22.7pp |
| Annual return | 11.70% | 269.80%-258.1pp | 64.84%-53.1pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $1,295 | $2,267-42.9% | $4,675-72.3% | $2,626-50.7% |
| Participant deferral / active EE | $4,149 | $2,838+46.2% | $5,631-26.3% | $4,350-4.6% |
| Admin fee / account holder | $177 | $1,744-89.8% | $15,885-98.9% | $1,946-90.9% |