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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,200 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
NEW ENGLAND SECURITIES1 year Filed as: NEW ENGLAND SECURITIES CORPORATION Service code 49 301 EDGEWATER PLACE · WAKEFIELD, MA 01880 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $45,781 | $75,183-39.1% | $123,894-63.0% | $55,167-17.0% |
| Participation rate | 77.3% | 72.8%+4.5pp | 81.4%-4.1pp | 69.0%+8.4pp |
| Annual return | 9.94% | 19.01%-9.1pp | 47.52%-37.6pp | 169.23%-159.3pp |
| Employer contribution / active EE | $1,676 | $2,823-40.6% | $4,617-63.7% | $1,963-14.6% |
| Participant deferral / active EE | $5,102 | $5,084+0.3% | $5,984-14.7% | $3,054+67.1% |
| Admin fee / account holder | $10 | $663-98.5% | $8,357-99.9% | $504-98.1% |