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| Provider | Service type | Compensation |
|---|---|---|
KIMBERLIN COMPANY, PLLC1 year Service code 15 · EIN 45-5497718 | Recordkeeping | $10,000 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,083 | $46,464-97.7% | $150,298-99.3% | $79,634-98.6% |
| Participation rate | 77.6% | 57.0%+20.7pp | 77.8%-0.1pp | 62.5%+15.1pp |
| Annual return | 26.10% | 27.89%-1.8pp | 62.79%-36.7pp | 36.46%-10.4pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $855 | $2,157-60.4% | $5,453-84.3% | $3,835-77.7% |
| Admin fee / account holder | $27 | $891-96.9% | $14,116-99.8% | $1,002-97.3% |