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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ 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 | $142,606 | $91,559+55.8% | $133,978+6.4% | $79,856+78.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.53% | 61.85%-68.4pp | 45.10%-51.6pp | 31.71%-38.2pp |
| Employer contribution / active EE | $5,604 | $2,384+135.1% | $3,919+43.0% | $2,471+126.8% |
| Participant deferral / active EE | $6,577 | $3,734+76.1% | $5,047+30.3% | $3,741+75.8% |
| Admin fee / account holder | $8 | $6,321-99.9% | $8,930-99.9% | $5,306-99.9% |