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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,954 |
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 | $15,465 | $45,109-65.7% | $85,187-81.8% | $77,736-80.1% |
| Participation rate | 95.1% | 48.7%+46.4pp | 67.5%+27.5pp | 70.6%+24.5pp |
| Annual return | 13.90% | 79.55%-65.7pp | 66.67%-52.8pp | 31.26%-17.4pp |
| Employer contribution / active EE | $2,358 | $1,602+47.3% | $2,732-13.7% | $2,728-13.5% |
| Participant deferral / active EE | $3,908 | $2,814+38.9% | $4,525-13.6% | $4,651-16.0% |
| Admin fee / account holder | $113 | $915-87.6% | $6,162-98.2% | $433-73.9% |