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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $2,542 |
ADP BROKER-DEALER1+ years Filed as: ADP BROKER DEALER Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,282 | $67,166-10.2% | $57,356+5.1% | $55,191+9.2% |
| Participation rate | 44.5% | 77.7%-33.2pp | 75.1%-30.6pp | 69.2%-24.7pp |
| Annual return | 1.60% | 4.22%-2.6pp | 24.41%-22.8pp | 10.78%-9.2pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,368 | $2,835+18.8% | $3,162+6.5% | $3,046+10.6% |
| Admin fee / account holder | $6 | $44-87.3% | $3,357-99.8% | $91-93.9% |