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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-8874282 | Recordkeeping | $25,000 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,875 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $53,134 | $51,620+2.9% | $90,324-41.2% | $65,186-18.5% |
| Participation rate | 99.1% | 68.6%+30.5pp | 73.3%+25.8pp | 70.2%+28.9pp |
| Annual return | 19.69% | 24.94%-5.2pp | 78.15%-58.5pp | 29.39%-9.7pp |
| Employer contribution / active EE | $2,523 | $2,235+12.9% | $2,856-11.7% | $2,177+15.9% |
| Participant deferral / active EE | $4,428 | $2,871+54.3% | $3,885+14.0% | $3,514+26.0% |
| Admin fee / account holder | $205 | $384-46.8% | $5,356-96.2% | $847-75.8% |