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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 52-2115462 | Recordkeeping | $42,435 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,425 |
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 | $87,488 | $56,287+55.4% | $80,977+8.0% | $62,881+39.1% |
| Participation rate | 69.4% | 68.9%+0.5pp | 75.8%-6.4pp | 69.3%+0.1pp |
| Annual return | 7.30% | 22.13%-14.8pp | 17.11%-9.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $4,886 | $1,943+151.5% | $3,715+31.5% | $2,281+114.2% |
| Participant deferral / active EE | $9,930 | $4,196+136.7% | $5,696+74.3% | $3,203+210.0% |
| Admin fee / account holder | $255 | $3,742-93.2% | $5,517-95.4% | $4,296-94.1% |