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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $70,255 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,132 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,859 | $70,002-37.3% | $115,037-61.9% | $52,331-16.2% |
| Participation rate | 95.9% | 72.1%+23.7pp | 81.4%+14.5pp | 68.1%+27.7pp |
| Annual return | -2.06% | 4.04%-6.1pp | 26.14%-28.2pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,022 | $2,715-62.4% | $4,608-77.8% | $1,882-45.7% |
| Participant deferral / active EE | $5,702 | $4,920+15.9% | $6,026-5.4% | $3,022+88.7% |
| Admin fee / account holder | $10 | $566-98.2% | $8,175-99.9% | $592-98.3% |