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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,201 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
NATIONAL PLANNING CORPORATION1+ years Filed as: NATIONAL PLANNING CORPORATION (NPC) Service code 49 1005 HAY STREET · FAYETTEVILLE, NC 28305 | 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 | $26,916 | $88,324-69.5% | $115,038-76.6% | $55,191-51.2% |
| Participation rate | 87.1% | 72.5%+14.6pp | 81.4%+5.8pp | 69.2%+18.0pp |
| Annual return | 4.19% | 6.30%-2.1pp | 26.14%-21.9pp | 10.78%-6.6pp |
| Employer contribution / active EE | $1,822 | $2,805-35.0% | $4,608-60.5% | $1,899-4.0% |
| Participant deferral / active EE | $6,062 | $5,042+20.2% | $6,026+0.6% | $3,046+99.0% |
| Admin fee / account holder | $12 | $105-88.8% | $8,175-99.9% | $91-87.0% |