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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $31,160 |
ADP BROKER-DEALER3 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 | $90,925 | $65,118+39.6% | $76,766+18.4% | $55,725+63.2% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.0%+18.9pp | 70.9%+25.0pp |
| Annual return | -3.29% | -1.27%-2.0pp | 2.43%-5.7pp | 244.93%-248.2pp |
| Employer contribution / active EE | $1,836 | $1,941-5.4% | $2,485-26.1% | $2,078-11.6% |
| Participant deferral / active EE | $5,321 | $3,688+44.3% | $3,851+38.2% | $3,356+58.6% |
| Admin fee / account holder | $91 | $116-21.6% | $6,675-98.6% | $115-21.1% |