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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,950 |
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 | $99,980 | $60,165+66.2% | $74,184+34.8% | $55,167+81.2% |
| Participation rate | 75.2% | 74.2%+1.0pp | 76.6%-1.4pp | 69.0%+6.2pp |
| Annual return | 8.12% | 10.00%-1.9pp | 17.74%-9.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,737 | $1,600+8.6% | $2,370-26.7% | $1,963-11.5% |
| Participant deferral / active EE | $5,880 | $2,973+97.8% | $3,550+65.6% | $3,054+92.5% |
| Admin fee / account holder | $15 | $419-96.3% | $5,586-99.7% | $504-96.9% |