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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLED ADVISORS, INC.2+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $21,039 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,550 |
ADP BROKER-DEALER2+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,838 | $25,723+54.9% | $69,182-42.4% | $55,167-27.8% |
| Participation rate | 84.1% | 39.4%+44.7pp | 55.1%+29.0pp | 69.0%+15.1pp |
| Annual return | 7.21% | 9.56%-2.3pp | -21.93%+29.1pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,292 | $480+169.0% | $1,206+7.1% | $1,963-34.2% |
| Participant deferral / active EE | $2,802 | $963+190.9% | $1,897+47.7% | $3,054-8.2% |
| Admin fee / account holder | $277 | $365-23.9% | $2,697-89.7% | $504-44.9% |