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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 | $102,385-74.8% | $147,080-82.4% | $80,935-68.1% |
| Participation rate | 86.6% | 75.9%+10.7pp | 82.2%+4.4pp | 67.7%+18.9pp |
| Annual return | 15.73% | 135.09%-119.4pp | 420.17%-404.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $16,589 | $6,651+149.4% | $8,066+105.7% | $4,299+285.8% |
| Admin fee / account holder | $151 | $7,951-98.1% | $12,989-98.8% | $6,924-97.8% |