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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,454 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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 | $37,869 | $87,132-56.5% | $105,624-64.1% | $80,959-53.2% |
| Participation rate | 89.2% | 70.4%+18.7pp | 75.3%+13.9pp | 67.7%+21.5pp |
| Annual return | 10.21% | 17.03%-6.8pp | 116.20%-106.0pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,279 | $2,397-46.6% | $3,168-59.6% | $2,757-53.6% |
| Participant deferral / active EE | $1,850 | $3,985-53.6% | $5,013-63.1% | $4,300-57.0% |
| Admin fee / account holder | $57 | $8,449-99.3% | $10,961-99.5% | $6,925-99.2% |