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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $54,604 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,328 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,520 | $60,165+48.8% | $74,184+20.7% | $55,167+62.3% |
| Participation rate | 88.7% | 74.2%+14.6pp | 76.6%+12.1pp | 69.0%+19.7pp |
| Annual return | 4.92% | 10.00%-5.1pp | 17.74%-12.8pp | 169.23%-164.3pp |
| Employer contribution / active EE | $727 | $1,600-54.5% | $2,370-69.3% | $1,963-62.9% |
| Participant deferral / active EE | $2,984 | $2,973+0.4% | $3,550-15.9% | $3,054-2.3% |
| Admin fee / account holder | $30 | $419-92.8% | $5,586-99.5% | $504-94.0% |