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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,942 | $65,428+65.0% | $169,390-36.3% | $71,511+50.9% |
| Participation rate | 74.3% | 66.9%+7.5pp | 77.2%-2.8pp | 67.9%+6.4pp |
| Annual return | -0.31% | 21.35%-21.7pp | 406.07%-406.4pp | 28.86%-29.2pp |
| Employer contribution / active EE | $6,989 | $2,064+238.6% | $4,013+74.2% | $2,589+169.9% |
| Participant deferral / active EE | $15,094 | $4,360+246.2% | $6,222+142.6% | $4,291+251.8% |
| Admin fee / account holder | $15 | $1,328-98.9% | $9,015-99.8% | $1,588-99.1% |