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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $9,108 |
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.
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 | $47,443 | $70,002-32.2% | $115,037-58.8% | $52,331-9.3% |
| Participation rate | 54.8% | 72.1%-17.3pp | 81.4%-26.6pp | 68.1%-13.3pp |
| Annual return | 4.72% | 4.04%+0.7pp | 26.14%-21.4pp | 4.54%+0.2pp |
| Employer contribution / active EE | $878 | $2,715-67.7% | $4,608-80.9% | $1,882-53.3% |
| Participant deferral / active EE | $6,295 | $4,920+28.0% | $6,026+4.5% | $3,022+108.3% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |