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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $28,547 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,170 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $90,083 | $84,936+6.1% | $111,308-19.1% | $79,391+13.5% |
| Participation rate | 94.0% | 75.9%+18.1pp | 77.3%+16.7pp | 70.7%+23.3pp |
| Annual return | 12.72% | 17.45%-4.7pp | 54.67%-41.9pp | 116.88%-104.2pp |
| Employer contribution / active EE | $1,678 | $1,979-15.2% | $2,732-38.6% | $2,428-30.9% |
| Participant deferral / active EE | $3,890 | $3,888+0.1% | $4,487-13.3% | $4,046-3.8% |
| Admin fee / account holder | $240 | $537-55.3% | $7,965-97.0% | $627-61.7% |