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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $8,100 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,461 |
ADP BROKER-DEALER1 year 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 | $15,584 | $45,123-65.5% | $85,240-81.7% | $74,478-79.1% |
| Participation rate | 77.3% | 49.4%+28.0pp | 67.5%+9.8pp | 67.2%+10.1pp |
| Annual return | 14.93% | 26.32%-11.4pp | 66.75%-51.8pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $1,463 | $1,459+0.3% | $2,735-46.5% | $2,626-44.3% |
| Participant deferral / active EE | $2,690 | $2,736-1.7% | $4,527-40.6% | $4,350-38.2% |
| Admin fee / account holder | $98 | $2,215-95.6% | $6,165-98.4% | $1,946-95.0% |