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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,992 |
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 | $25,822 | $102,393-74.8% | $147,041-82.4% | $80,911-68.1% |
| Participation rate | 86.6% | 75.9%+10.7pp | 82.2%+4.4pp | 67.6%+18.9pp |
| Annual return | 15.73% | 134.95%-119.2pp | 419.21%-403.5pp | 35.63%-19.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,589 | $6,647+149.6% | $8,071+105.5% | $4,297+286.0% |
| Admin fee / account holder | $151 | $7,943-98.1% | $13,006-98.8% | $6,935-97.8% |