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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,683 |
Filed as: DIVERSIFY ADVISORY SERVICES, LLC Service code 15 · EIN 92-0397260 | Recordkeeping | $13,936 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $14,420 | $55,470-74.0% | $155,556-90.7% | $74,478-80.6% |
| Participation rate | 90.4% | 61.9%+28.5pp | 78.2%+12.2pp | 67.2%+23.2pp |
| Annual return | 13.08% | 269.80%-256.7pp | 64.84%-51.8pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $453 | $2,267-80.0% | $4,675-90.3% | $2,626-82.8% |
| Participant deferral / active EE | $3,084 | $2,838+8.7% | $5,631-45.2% | $4,350-29.1% |
| Admin fee / account holder | $132 | $1,744-92.4% | $15,885-99.2% | $1,946-93.2% |