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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,125 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $15,605 | $31,109-49.8% | $67,704-77.0% | $52,331-70.2% |
| Participation rate | 89.7% | 54.0%+35.7pp | 67.5%+22.1pp | 68.1%+21.6pp |
| Annual return | 0.92% | 23.70%-22.8pp | 25.41%-24.5pp | 4.54%-3.6pp |
| Employer contribution / active EE | $1,393 | $1,076+29.5% | $2,559-45.6% | $1,882-26.0% |
| Participant deferral / active EE | $2,290 | $1,970+16.2% | $3,585-36.1% | $3,022-24.2% |
| Admin fee / account holder | $26 | $466-94.4% | $4,255-99.4% | $592-95.6% |