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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $37,506 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $965 |
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 | $43,740 | $80,753-45.8% | $136,298-67.9% | $62,293-29.8% |
| Participation rate | 90.7% | 73.5%+17.2pp | 81.9%+8.8pp | 69.5%+21.2pp |
| Annual return | 21.13% | 35.83%-14.7pp | 5156.27%-5135.1pp | 28.90%-7.8pp |
| Employer contribution / active EE | $7,152 | $2,884+148.0% | $4,696+52.3% | $2,042+250.2% |
| Participant deferral / active EE | $4,646 | $5,164-10.0% | $6,247-25.6% | $3,169+46.6% |
| Admin fee / account holder | $5 | $525-99.0% | $9,244-99.9% | $479-98.9% |