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 | $49,208 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,830 |
ADP BROKER-DEALER3+ 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 | $78,966 | $52,639+50.0% | $185,117-57.3% | $62,292+26.8% |
| Participation rate | 98.1% | 63.9%+34.2pp | 77.3%+20.8pp | 69.5%+28.5pp |
| Annual return | 15.28% | 19.57%-4.3pp | 40.50%-25.2pp | 28.90%-13.6pp |
| Employer contribution / active EE | $1,383 | $1,483-6.7% | $4,182-66.9% | $2,042-32.3% |
| Participant deferral / active EE | $3,116 | $3,097+0.6% | $5,045-38.2% | $3,169-1.7% |
| Admin fee / account holder | $24 | $374-93.5% | $8,159-99.7% | $479-94.9% |