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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER-DEALER 22-3319984 Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,769-100.0% | $76,767-100.0% | - |
| Participation rate | 0.0% | 75.1%-75.1pp | 77.0%-77.0pp | - |
| Annual return | -97.79% | -5.73%-92.1pp | 2.43%-100.2pp | - |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,485-100.0% | - |
| Participant deferral / active EE | $0 | $3,196-100.0% | $3,852-100.0% | - |
| Admin fee / account holder | $0 | $4,068-100.0% | $6,675-100.0% | - |