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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,232 |
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 | $17,949 | $62,132-71.1% | $185,861-90.3% | $73,497-75.6% |
| Participation rate | 93.7% | 67.8%+25.9pp | 78.0%+15.7pp | 70.7%+23.0pp |
| Annual return | 19.84% | 20.44%-0.6pp | 35.96%-16.1pp | 28.51%-8.7pp |
| Employer contribution / active EE | $549 | $1,681-67.4% | $4,088-86.6% | $2,270-75.8% |
| Participant deferral / active EE | $2,596 | $3,711-30.1% | $5,634-53.9% | $3,740-30.6% |
| Admin fee / account holder | $156 | $419-62.6% | $9,503-98.4% | $513-69.5% |