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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,475 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL (LPL RELATED) Service code 49 451 SOUTH BETHLEHEM PIKE · FORT WASHINGTON, PA 19034 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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 | $28,852 | $72,177-60.0% | $115,038-74.9% | $59,633-51.6% |
| Participation rate | 95.6% | 72.6%+23.0pp | 81.4%+14.2pp | 68.7%+26.9pp |
| Annual return | 4.03% | 12.02%-8.0pp | 26.14%-22.1pp | 2041.45%-2037.4pp |
| Employer contribution / active EE | $3,145 | $2,841+10.7% | $4,608-31.8% | $2,203+42.8% |
| Participant deferral / active EE | $6,094 | $4,783+27.4% | $6,026+1.1% | $3,192+90.9% |
| Admin fee / account holder | $12 | $4,927-99.8% | $8,175-99.9% | $4,297-99.7% |