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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $25,724 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,000 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $113,503 | $60,165+88.7% | $74,184+53.0% | $55,167+105.7% |
| Participation rate | 80.8% | 74.2%+6.6pp | 76.6%+4.2pp | 69.0%+11.8pp |
| Annual return | 9.26% | 10.00%-0.7pp | 17.74%-8.5pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,341 | $1,600-16.2% | $2,370-43.4% | $1,963-31.7% |
| Participant deferral / active EE | $7,253 | $2,973+144.0% | $3,550+104.3% | $3,054+137.5% |
| Admin fee / account holder | $245 | $419-41.5% | $5,586-95.6% | $504-51.3% |