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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,597 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $16,590 |
ADP BROKER-DEALER2 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 | $41,902 | $73,638-43.1% | $95,956-56.3% | $73,493-43.0% |
| Participation rate | 88.4% | 76.2%+12.3pp | 77.1%+11.3pp | 70.7%+17.7pp |
| Annual return | 5.98% | 16.78%-10.8pp | 91.63%-85.6pp | 28.51%-22.5pp |
| Employer contribution / active EE | $931 | $1,863-50.0% | $2,541-63.4% | $2,270-59.0% |
| Participant deferral / active EE | $3,685 | $3,617+1.9% | $4,167-11.6% | $3,740-1.5% |
| Admin fee / account holder | $242 | $482-49.7% | $6,797-96.4% | $513-52.8% |