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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,783 |
ADP BROKER-DEALER2+ years 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,685 | $46,072-44.2% | $69,779-63.2% | $55,167-53.4% |
| Participation rate | 83.7% | 67.5%+16.2pp | 71.8%+11.8pp | 69.0%+14.7pp |
| Annual return | 6.61% | 8.68%-2.1pp | 12.99%-6.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,010 | $1,500-32.7% | $2,338-56.8% | $1,963-48.6% |
| Participant deferral / active EE | $2,955 | $2,344+26.1% | $2,931+0.8% | $3,054-3.3% |
| Admin fee / account holder | $21 | $428-95.1% | $4,381-99.5% | $504-95.9% |