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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $11,280 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,964 | $63,924-64.1% | $108,582-78.9% | $55,167-58.4% |
| Participation rate | 79.1% | 74.3%+4.7pp | 79.6%-0.5pp | 69.0%+10.1pp |
| Annual return | -6.09% | 15.31%-21.4pp | -51.70%+45.6pp | 169.23%-175.3pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,062 | $3,067-32.8% | $4,311-52.2% | $3,054-32.5% |
| Admin fee / account holder | $93 | $618-84.9% | $7,645-98.8% | $504-81.5% |