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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,412 |
Service code 15 · EIN 46-5097983 | Recordkeeping | $10,891 |
ADP BROKER-DEALER1 year 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).
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 | $22,081 | $36,767-39.9% | $81,473-72.9% | $62,293-64.6% |
| Participation rate | 94.2% | 54.4%+39.7pp | 68.0%+26.2pp | 69.5%+24.7pp |
| Annual return | 17.69% | 173.80%-156.1pp | 38.78%-21.1pp | 28.90%-11.2pp |
| Employer contribution / active EE | $4,708 | $1,128+317.3% | $2,568+83.3% | $2,042+130.5% |
| Participant deferral / active EE | $1,884 | $2,111-10.7% | $3,537-46.7% | $3,169-40.6% |
| Admin fee / account holder | $147 | $797-81.6% | $4,561-96.8% | $479-69.4% |