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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $51,849 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $49,445 | $73,102-32.4% | $123,549-60.0% | $56,287-12.2% |
| Participation rate | 97.3% | 74.3%+22.9pp | 82.3%+15.0pp | 69.9%+27.4pp |
| Annual return | -5.02% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,377 | $2,977-53.7% | $4,628-70.2% | $2,111-34.8% |
| Participant deferral / active EE | $9,121 | $5,423+68.2% | $6,426+42.0% | $3,350+172.3% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |