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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,295 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $8,286 |
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 | $43,887 | $93,598-53.1% | $135,974-67.7% | $75,173-41.6% |
| Participation rate | 90.8% | 75.2%+15.6pp | 81.9%+8.9pp | 67.2%+23.6pp |
| Annual return | 24.20% | 30.89%-6.7pp | 68.30%-44.1pp | 160.72%-136.5pp |
| Employer contribution / active EE | $4,431 | $3,538+25.2% | $4,859-8.8% | $2,671+65.9% |
| Participant deferral / active EE | $16,197 | $6,405+152.9% | $7,760+108.7% | $4,126+292.5% |
| Admin fee / account holder | $296 | $6,978-95.8% | $10,767-97.2% | $5,651-94.8% |