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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $24,955 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,095 |
ADP BROKER-DEALER2 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,646 | $54,541+11.2% | $78,778-23.0% | $70,126-13.5% |
| Participation rate | 86.0% | 60.8%+25.2pp | 69.2%+16.8pp | 69.5%+16.5pp |
| Annual return | 18.29% | 21.07%-2.8pp | 35.62%-17.3pp | 73.15%-54.9pp |
| Employer contribution / active EE | $1,370 | $1,089+25.9% | $1,986-31.0% | $2,343-41.5% |
| Participant deferral / active EE | $4,580 | $2,210+107.2% | $2,958+54.8% | $3,332+37.5% |
| Admin fee / account holder | $33 | $3,709-99.1% | $5,134-99.4% | $4,645-99.3% |