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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $30,087 |
Service code 15 · EIN 06-1459306 | Recordkeeping | $24,609 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $14,878 | $75,388-80.3% | $123,553-88.0% | $55,725-73.3% |
| Participation rate | 86.4% | 75.7%+10.8pp | 82.3%+4.1pp | 70.9%+15.6pp |
| Annual return | -2.45% | 4.48%-6.9pp | 119.21%-121.7pp | 244.93%-247.4pp |
| Employer contribution / active EE | $1,498 | $3,063-51.1% | $4,628-67.6% | $2,078-27.9% |
| Participant deferral / active EE | $2,391 | $5,651-57.7% | $6,426-62.8% | $3,356-28.8% |
| Admin fee / account holder | $94 | $120-21.4% | $9,284-99.0% | $115-18.2% |