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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,693 |
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 | $44,521 | $66,813-33.4% | $100,528-55.7% | $73,493-39.4% |
| Participation rate | 76.4% | 77.5%-1.1pp | 79.4%-3.0pp | 70.7%+5.7pp |
| Annual return | 20.57% | 25.70%-5.1pp | 30.90%-10.3pp | 28.51%-7.9pp |
| Employer contribution / active EE | $3,365 | $2,147+56.8% | $3,419-1.6% | $2,270+48.3% |
| Participant deferral / active EE | $6,808 | $5,883+15.7% | $6,271+8.6% | $3,740+82.0% |
| Admin fee / account holder | $18 | $512-96.5% | $8,084-99.8% | $513-96.5% |