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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,380 |
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 | $40,145 | $70,917-43.4% | $98,920-59.4% | $73,497-45.4% |
| Participation rate | 70.8% | 73.8%-3.1pp | 76.0%-5.3pp | 70.7%+0.1pp |
| Annual return | 18.64% | 34.18%-15.5pp | 196.47%-177.8pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,012 | $2,037-50.3% | $2,689-62.4% | $2,270-55.4% |
| Participant deferral / active EE | $2,993 | $3,501-14.5% | $4,245-29.5% | $3,740-20.0% |
| Admin fee / account holder | $61 | $535-88.6% | $6,643-99.1% | $513-88.1% |