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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ 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 | $155,597 | $83,485+86.4% | $125,195+24.3% | $72,976+113.2% |
| Participation rate | 84.2% | 73.3%+10.9pp | 79.8%+4.4pp | 69.5%+14.7pp |
| Annual return | 4.17% | 25.77%-21.6pp | 43.79%-39.6pp | 81.02%-76.8pp |
| Employer contribution / active EE | $5,091 | $2,346+117.0% | $3,866+31.7% | $2,440+108.6% |
| Participant deferral / active EE | $5,744 | $3,586+60.2% | $4,937+16.3% | $3,608+59.2% |
| Admin fee / account holder | $9 | $5,518-99.8% | $9,704-99.9% | $5,124-99.8% |