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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,500 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CALTON & ASSOCIATES Service code 49 6700 JEFFERSON HIGHWAY · BATON ROUGE, LA 70806 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,185 | $91,179-82.2% | $178,499-90.9% | $79,852-79.7% |
| Participation rate | 84.4% | 69.2%+15.2pp | 81.9%+2.5pp | 69.6%+14.8pp |
| Annual return | 12.01% | 24.19%-12.2pp | 151.10%-139.1pp | 31.72%-19.7pp |
| Employer contribution / active EE | $1,025 | $3,256-68.5% | $5,011-79.6% | $2,471-58.5% |
| Participant deferral / active EE | $2,826 | $3,236-12.7% | $5,202-45.7% | $3,740-24.4% |
| Admin fee / account holder | $17 | $6,749-99.7% | $13,986-99.9% | $5,306-99.7% |