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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $235 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $31,138 | $54,757-43.1% | $90,304-65.5% | $72,975-57.3% |
| Participation rate | 96.4% | 65.2%+31.2pp | 73.3%+23.1pp | 69.5%+26.9pp |
| Annual return | 19.55% | 30.63%-11.1pp | 78.13%-58.6pp | 81.01%-61.5pp |
| Employer contribution / active EE | $595 | $2,093-71.6% | $2,855-79.2% | $2,440-75.6% |
| Participant deferral / active EE | $2,466 | $2,887-14.6% | $3,885-36.5% | $3,608-31.6% |
| Admin fee / account holder | $166 | $3,973-95.8% | $5,354-96.9% | $5,124-96.8% |