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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,025 |
ADP BROKER-DEALER2+ 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 | $77,643 | $52,884+46.8% | $84,753-8.4% | $55,167+40.7% |
| Participation rate | 61.8% | 67.5%-5.8pp | 76.6%-14.8pp | 69.0%-7.2pp |
| Annual return | 8.68% | 18.03%-9.4pp | 22.78%-14.1pp | 169.23%-160.5pp |
| Employer contribution / active EE | $2,070 | $2,233-7.3% | $3,574-42.1% | $1,963+5.5% |
| Participant deferral / active EE | $4,141 | $2,644+56.6% | $3,712+11.6% | $3,054+35.6% |
| Admin fee / account holder | $27 | $581-95.4% | $5,333-99.5% | $504-94.6% |