Filed October 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,314 |
ADP BROKER-DEALER3 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 | $74,268 | $61,660+20.4% | $80,022-7.2% | $64,181+15.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.23% | -0.33%-6.9pp | 11.22%-18.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,777 | $1,810+53.4% | $2,468+12.5% | $2,381+16.6% |
| Participant deferral / active EE | $4,486 | $2,968+51.2% | $3,686+21.7% | $3,470+29.3% |
| Admin fee / account holder | $45 | $5,417-99.2% | $6,521-99.3% | $4,887-99.1% |