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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $27,331 |
ADP BROKER-DEALER4+ 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 | $84,590 | $72,404+16.8% | $110,243-23.3% | $64,173+31.8% |
| Participation rate | 97.9% | 73.3%+24.6pp | 79.8%+18.1pp | 69.6%+28.4pp |
| Annual return | -6.18% | -6.29%+0.1pp | 314.76%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,691 | $2,282-25.9% | $3,827-55.8% | $2,381-29.0% |
| Participant deferral / active EE | $2,332 | $3,469-32.8% | $4,672-50.1% | $3,470-32.8% |
| Admin fee / account holder | $269 | $5,664-95.2% | $8,548-96.9% | $4,887-94.5% |