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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,445 |
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 | $20,868 | $63,861-67.3% | $104,625-80.1% | $79,852-73.9% |
| Participation rate | 72.3% | 64.9%+7.4pp | 74.1%-1.7pp | 69.6%+2.7pp |
| Annual return | 18.48% | 21.30%-2.8pp | 340.60%-322.1pp | 31.72%-13.2pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,934 | $2,693+268.8% | $3,738+165.8% | $3,740+165.6% |
| Admin fee / account holder | $51 | $4,185-98.8% | $6,465-99.2% | $5,306-99.0% |