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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $29,543 |
ADP BROKER-DEALER2 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 | $101,986 | $69,305+47.2% | $82,313+23.9% | $69,631+46.5% |
| Participation rate | 95.5% | 80.3%+15.2pp | 76.9%+18.6pp | 70.7%+24.8pp |
| Annual return | 17.09% | 21.47%-4.4pp | 25.88%-8.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,797 | $1,887-4.7% | $2,428-26.0% | $2,032-11.6% |
| Participant deferral / active EE | $5,234 | $3,568+46.7% | $3,706+41.2% | $3,224+62.4% |
| Admin fee / account holder | $91 | $97-5.9% | $5,608-98.4% | $110-17.2% |