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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $19,862 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,550 |
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).
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 | $44,896 | $48,364-7.2% | $71,796-37.5% | $62,881-28.6% |
| Participation rate | 82.6% | 60.6%+22.0pp | 69.1%+13.5pp | 69.3%+13.3pp |
| Annual return | 6.95% | 13.16%-6.2pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,401 | $1,042+34.5% | $1,924-27.2% | $2,281-38.6% |
| Participant deferral / active EE | $4,656 | $2,091+122.6% | $2,794+66.6% | $3,203+45.4% |
| Admin fee / account holder | $15 | $3,771-99.6% | $4,815-99.7% | $4,296-99.6% |