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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,805 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: M HOLDINGS SECURITIES Service code 49 1125 NW COUCH STREET 900 · PORTLAND, OR 97209 | Other Services | $0 |
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 | $42,398 | $79,184-46.5% | $102,438-58.6% | $74,546-43.1% |
| Participation rate | 99.0% | 74.8%+24.2pp | 76.5%+22.5pp | 67.2%+31.8pp |
| Annual return | 14.69% | 54.95%-40.3pp | 29.37%-14.7pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $6,334 | $2,362+168.2% | $3,024+109.5% | $2,624+141.4% |
| Participant deferral / active EE | $10,845 | $4,414+145.7% | $5,054+114.6% | $4,347+149.5% |
| Admin fee / account holder | $19 | $2,001-99.0% | $9,448-99.8% | $1,944-99.0% |