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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,060 |
Filed as: CHRISTENSEN GROUP FINANCIAL, LLC Service code 15 · EIN 87-4130828 | Recordkeeping | $9,848 |
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 | $33,223 | $64,517-48.5% | $81,438-59.2% | $80,874-58.9% |
| Participation rate | 96.4% | 63.9%+32.5pp | 69.5%+26.9pp | 67.6%+28.8pp |
| Annual return | 10.41% | 16.35%-5.9pp | 24.74%-14.3pp | 35.62%-25.2pp |
| Employer contribution / active EE | $2,110 | $1,982+6.5% | $2,460-14.2% | $2,756-23.4% |
| Participant deferral / active EE | $2,698 | $3,096-12.8% | $3,883-30.5% | $4,297-37.2% |
| Admin fee / account holder | $282 | $5,677-95.0% | $5,764-95.1% | $6,935-95.9% |