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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $23,198 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,250 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,571 | $56,629-24.8% | $77,999-45.4% | $55,167-22.8% |
| Participation rate | 47.5% | 73.3%-25.8pp | 75.5%-28.1pp | 69.0%-21.5pp |
| Annual return | 4.83% | 2866.98%-2862.2pp | 425.96%-421.1pp | 169.23%-164.4pp |
| Employer contribution / active EE | $1,012 | $1,723-41.3% | $2,470-59.0% | $1,963-48.4% |
| Participant deferral / active EE | $2,871 | $2,777+3.4% | $3,497-17.9% | $3,054-6.0% |
| Admin fee / account holder | $34 | $467-92.7% | $5,480-99.4% | $504-93.2% |