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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $10,372 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,577 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,297 | $45,312-53.0% | $86,233-75.3% | $67,986-68.7% |
| Participation rate | 75.5% | 42.4%+33.1pp | 69.0%+6.5pp | 57.2%+18.3pp |
| Annual return | 16.49% | 24.79%-8.3pp | 61.39%-44.9pp | 31.67%-15.2pp |
| Employer contribution / active EE | $1,667 | $1,160+43.8% | $2,504-33.4% | $2,019-17.4% |
| Participant deferral / active EE | $3,202 | $2,185+46.6% | $4,559-29.8% | $3,358-4.6% |
| Admin fee / account holder | $109 | $3,295-96.7% | $8,342-98.7% | $3,203-96.6% |