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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,262 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Service code 49 1200 S PINE ISLAND ROAD · PLANTATION, FL 33324 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,509 | $86,332-75.1% | $125,175-82.8% | $65,185-67.0% |
| Participation rate | 88.1% | 75.3%+12.8pp | 79.8%+8.4pp | 70.2%+17.9pp |
| Annual return | 22.15% | 27.43%-5.3pp | 43.79%-21.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,788 | $3,537-49.5% | $4,937-63.8% | $3,514-49.1% |
| Admin fee / account holder | $58 | $609-90.5% | $9,702-99.4% | $847-93.2% |