Filed March 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $50,262 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,875 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,988 | $45,283+50.1% | $155,790-56.4% | $52,331+29.9% |
| Participation rate | 97.1% | 62.2%+34.9pp | 76.1%+21.0pp | 68.1%+29.0pp |
| Annual return | 0.77% | 1.80%-1.0pp | 71.54%-70.8pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,292 | $1,329-2.8% | $3,836-66.3% | $1,882-31.3% |
| Participant deferral / active EE | $2,856 | $2,854+0.1% | $4,797-40.5% | $3,022-5.5% |
| Admin fee / account holder | $25 | $981-97.5% | $7,478-99.7% | $592-95.8% |