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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,225 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 451 SOUTH BETHLEHEM PIKE · FORT WASHINGTON, PA 19034 | Other Services | $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 | $26,143 | $76,551-65.8% | $123,894-78.9% | $62,881-58.4% |
| Participation rate | 88.5% | 73.0%+15.5pp | 81.4%+7.1pp | 69.3%+19.2pp |
| Annual return | 6.76% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,921 | $2,882+1.3% | $4,617-36.7% | $2,281+28.1% |
| Participant deferral / active EE | $5,745 | $4,840+18.7% | $5,984-4.0% | $3,203+79.4% |
| Admin fee / account holder | $15 | $4,826-99.7% | $8,357-99.8% | $4,296-99.6% |