Filed October 4, 2023
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,887 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,467 | $59,105-67.1% | $159,991-87.8% | $66,930-70.9% |
| Participation rate | 94.8% | 68.1%+26.8pp | 78.0%+16.9pp | 69.8%+25.0pp |
| Annual return | -5.70% | -12.26%+6.6pp | 408.82%-414.5pp | 1.57%-7.3pp |
| Employer contribution / active EE | $3,603 | $1,983+81.7% | $4,225-14.7% | $2,545+41.6% |
| Participant deferral / active EE | $2,767 | $4,395-37.0% | $6,183-55.2% | $4,238-34.7% |
| Admin fee / account holder | $114 | $591-80.8% | $8,715-98.7% | $593-80.8% |