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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,955 |
ADP BROKER-DEALER3+ 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 | $124,921 | $64,909+92.5% | $82,312+51.8% | $62,293+100.5% |
| Participation rate | 73.9% | 74.9%-1.0pp | 76.9%-3.0pp | 69.5%+4.4pp |
| Annual return | 21.20% | 21.18%0pp | 25.88%-4.7pp | 28.90%-7.7pp |
| Employer contribution / active EE | $1,677 | $1,676+0.1% | $2,428-30.9% | $2,042-17.9% |
| Participant deferral / active EE | $5,898 | $3,103+90.1% | $3,706+59.1% | $3,169+86.1% |
| Admin fee / account holder | $16 | $440-96.5% | $5,608-99.7% | $479-96.8% |