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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,498 |
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 | $14,382 | $61,356-76.6% | $149,696-90.4% | $71,511-79.9% |
| Participation rate | 94.3% | 62.5%+31.8pp | 78.8%+15.5pp | 67.9%+26.4pp |
| Annual return | 18.52% | 35.86%-17.3pp | 134.46%-115.9pp | 28.86%-10.3pp |
| Employer contribution / active EE | $1,691 | $2,382-29.0% | $4,821-64.9% | $2,589-34.7% |
| Participant deferral / active EE | $4,575 | $2,920+56.7% | $5,682-19.5% | $4,291+6.6% |
| Admin fee / account holder | $71 | $1,263-94.4% | $13,212-99.5% | $1,588-95.5% |