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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,814 |
Service code 15 · EIN 81-2780637 | Recordkeeping | $9,193 |
ADP BROKER-DEALER2 years 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 | $43,252 | $60,128-28.1% | $90,440-52.2% | $79,852-45.8% |
| Participation rate | 95.9% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.3pp |
| Annual return | 11.39% | 71.95%-60.6pp | 1294.38%-1283.0pp | 31.72%-20.3pp |
| Employer contribution / active EE | $994 | $2,068-52.0% | $3,263-69.5% | $2,471-59.8% |
| Participant deferral / active EE | $3,060 | $2,939+4.1% | $3,964-22.8% | $3,740-18.2% |
| Admin fee / account holder | $250 | $3,977-93.7% | $5,615-95.5% | $5,306-95.3% |