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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,448 |
ADP BROKER-DEALER2+ years 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,827 | $52,279-67.8% | $89,400-81.2% | $79,858-78.9% |
| Participation rate | 81.1% | 57.5%+23.5pp | 68.0%+13.1pp | 69.6%+11.4pp |
| Annual return | 34.52% | 22.16%+12.4pp | 245.64%-211.1pp | 31.72%+2.8pp |
| Employer contribution / active EE | $419 | $1,572-73.3% | $2,586-83.8% | $2,471-83.0% |
| Participant deferral / active EE | $1,974 | $2,740-28.0% | $3,890-49.3% | $3,740-47.2% |
| Admin fee / account holder | $43 | $3,356-98.7% | $4,882-99.1% | $5,306-99.2% |