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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,580 |
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 | $45,232 | $101,591-55.5% | $147,096-69.3% | $74,429-39.2% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 28.38% | 8746.45%-8718.1pp | 419.75%-391.4pp | 1368.38%-1340.0pp |
| Employer contribution / active EE | $5,402 | $3,813+41.7% | $4,936+9.4% | $2,625+105.8% |
| Participant deferral / active EE | $14,139 | $7,302+93.6% | $8,071+75.2% | $4,348+225.2% |
| Admin fee / account holder | $11 | $1,750-99.4% | $13,005-99.9% | $1,944-99.4% |