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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 54-2072884 | Recordkeeping | $105,450 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $62,647 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,280 | $106,230-41.4% | $147,080-57.7% | $77,736-19.9% |
| Participation rate | 79.6% | 78.4%+1.2pp | 82.2%-2.6pp | 70.6%+9.0pp |
| Annual return | 32.51% | 56.91%-24.4pp | 420.17%-387.7pp | 31.26%+1.3pp |
| Employer contribution / active EE | $3,742 | $4,072-8.1% | $4,933-24.2% | $2,728+37.2% |
| Participant deferral / active EE | $7,661 | $8,001-4.2% | $8,066-5.0% | $4,651+64.7% |
| Admin fee / account holder | $288 | $338-14.9% | $12,989-97.8% | $433-33.6% |