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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $28,365 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,950 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $38,032 | $45,283-16.0% | $155,789-75.6% | $52,331-27.3% |
| Participation rate | 77.7% | 62.2%+15.5pp | 76.1%+1.6pp | 68.1%+9.6pp |
| Annual return | -0.39% | 1.80%-2.2pp | 71.54%-71.9pp | 4.54%-4.9pp |
| Employer contribution / active EE | $707 | $1,329-46.8% | $3,839-81.6% | $1,882-62.5% |
| Participant deferral / active EE | $2,768 | $2,854-3.0% | $4,798-42.3% | $3,022-8.4% |
| Admin fee / account holder | $27 | $981-97.3% | $7,477-99.6% | $592-95.5% |