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| Provider | Service type | Compensation |
|---|---|---|
SCS2 years Service code 15 · EIN 71-1004774 | Recordkeeping | $15,793 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,645 |
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 | $46,520 | $71,230-34.7% | $93,727-50.4% | $80,959-42.5% |
| Participation rate | 85.5% | 60.4%+25.1pp | 68.7%+16.8pp | 67.7%+17.8pp |
| Annual return | 17.96% | 11.26%+6.7pp | 133.83%-115.9pp | 35.67%-17.7pp |
| Employer contribution / active EE | $4,300 | $1,565+174.7% | $2,421+77.6% | $2,757+56.0% |
| Participant deferral / active EE | $9,879 | $4,037+144.7% | $4,417+123.7% | $4,300+129.7% |
| Admin fee / account holder | $169 | $6,961-97.6% | $8,292-98.0% | $6,925-97.6% |