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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,522 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $10,738 | $30,437-64.7% | $56,033-80.8% | $74,459-85.6% |
| Participation rate | 92.6% | 32.9%+59.7pp | 52.5%+40.1pp | 67.2%+25.4pp |
| Annual return | 12.86% | 24.96%-12.1pp | 1711.38%-1698.5pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $1,550 | $610+154.1% | $1,041+48.9% | $2,626-41.0% |
| Participant deferral / active EE | $2,371 | $1,176+101.7% | $1,954+21.3% | $4,350-45.5% |
| Admin fee / account holder | $223 | $2,363-90.6% | $2,827-92.1% | $1,945-88.5% |