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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,570 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $85,828 | $63,314+35.6% | $91,004-5.7% | $62,293+37.8% |
| Participation rate | 93.6% | 73.3%+20.3pp | 75.6%+18.0pp | 69.5%+24.1pp |
| Annual return | 18.55% | 21.00%-2.4pp | 4.60%+14.0pp | 28.90%-10.3pp |
| Employer contribution / active EE | $3,684 | $1,807+103.8% | $2,456+50.0% | $2,042+80.4% |
| Participant deferral / active EE | $10,983 | $2,944+273.1% | $3,548+209.6% | $3,169+246.5% |
| Admin fee / account holder | $22 | $468-95.3% | $5,417-99.6% | $479-95.4% |