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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,597 |
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 | $57,579 | $102,385-43.8% | $147,080-60.9% | $80,935-28.9% |
| Participation rate | 85.9% | 75.9%+10.0pp | 82.2%+3.7pp | 67.7%+18.2pp |
| Annual return | 24.18% | 135.09%-110.9pp | 420.17%-396.0pp | 35.66%-11.5pp |
| Employer contribution / active EE | $7,575 | $3,717+103.8% | $4,933+53.6% | $2,757+174.8% |
| Participant deferral / active EE | $13,523 | $6,651+103.3% | $8,066+67.6% | $4,299+214.5% |
| Admin fee / account holder | $31 | $7,951-99.6% | $12,989-99.8% | $6,924-99.6% |