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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 | $34,932-69.3% | $56,441-81.0% | $74,546-85.6% |
| Participation rate | 92.6% | 32.9%+59.8pp | 52.5%+40.1pp | 67.2%+25.4pp |
| Annual return | 12.86% | 24.90%-12.0pp | 1704.21%-1691.4pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $1,550 | $608+154.7% | $1,039+49.1% | $2,624-41.0% |
| Participant deferral / active EE | $2,371 | $1,173+102.2% | $1,953+21.4% | $4,347-45.5% |
| Admin fee / account holder | $223 | $2,359-90.5% | $2,829-92.1% | $1,944-88.5% |