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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,588 |
ADP BROKER-DEALER1+ 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 | $185,515 | $37,117+399.8% | $147,617+25.7% | $55,191+236.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 78.32% | 3.44%+74.9pp | 61.98%+16.3pp | 10.78%+67.5pp |
| Employer contribution / active EE | $6,903 | $1,620+326.0% | $5,564+24.1% | $1,899+263.6% |
| Participant deferral / active EE | $5,509 | $1,985+177.5% | $4,895+12.5% | $3,046+80.8% |
| Admin fee / account holder | $17 | $86-79.8% | $11,612-99.9% | $91-81.0% |