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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,093 |
ADP BROKER-DEALER1 year 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 | $89,634 | $63,905+40.3% | $74,184+20.8% | $57,658+55.5% |
| Participation rate | 93.3% | 79.8%+13.6pp | 76.6%+16.7pp | 70.2%+23.1pp |
| Annual return | 9.51% | 60.60%-51.1pp | 17.74%-8.2pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,589 | $1,840-13.7% | $2,370-33.0% | $1,974-19.5% |
| Participant deferral / active EE | $4,817 | $3,448+39.7% | $3,550+35.7% | $3,061+57.4% |
| Admin fee / account holder | $48 | $91-46.8% | $5,586-99.1% | $95-48.7% |