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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $116,809 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,672 | $104,336-58.1% | $159,455-72.6% | $86,813-49.7% |
| Participation rate | 72.5% | 77.7%-5.2pp | 82.8%-10.3pp | 72.3%+0.2pp |
| Annual return | 16.80% | 26.32%-9.5pp | 263.63%-246.8pp | 97.93%-81.1pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,830-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $3,856 | $6,837-43.6% | $7,353-47.6% | $4,131-6.7% |
| Admin fee / account holder | $202 | $172+17.6% | $10,800-98.1% | $170+19.4% |