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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,441 |
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 | $190,287 | $36,916+415.5% | $156,551+21.5% | $57,658+230.0% |
| Participation rate | 98.9% | 63.4%+35.4pp | 84.0%+14.8pp | 70.2%+28.6pp |
| Annual return | 8.05% | 12.38%-4.3pp | 32.23%-24.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $7,455 | $1,571+374.6% | $5,501+35.5% | $1,974+277.7% |
| Participant deferral / active EE | $5,712 | $1,926+196.6% | $4,871+17.3% | $3,061+86.6% |
| Admin fee / account holder | $11 | $82-86.5% | $13,028-99.9% | $95-88.2% |