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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,088 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,742 | $102,422-4.6% | $147,117-33.6% | $80,959+20.7% |
| Participation rate | 95.6% | 75.9%+19.7pp | 82.2%+13.4pp | 67.7%+27.9pp |
| Annual return | 15.84% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $351 | $3,717-90.6% | $4,932-92.9% | $2,757-87.3% |
| Participant deferral / active EE | $14,313 | $6,652+115.2% | $8,065+77.5% | $4,300+232.8% |
| Admin fee / account holder | $24 | $7,953-99.7% | $12,993-99.8% | $6,925-99.7% |