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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,925 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP NATIONAL FINANCIAL PARTNERS Service code 49 1350 I STREET NW · WASHINGTON, DC 20005 | 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 | $32,181 | $65,592-50.9% | $90,161-64.3% | $69,631-53.8% |
| Participation rate | 73.8% | 77.6%-3.9pp | 76.9%-3.1pp | 70.7%+3.1pp |
| Annual return | 25.15% | 57.10%-31.9pp | 34.89%-9.7pp | 27571.02%-27545.9pp |
| Employer contribution / active EE | $2,452 | $2,193+11.8% | $3,318-26.1% | $2,032+20.7% |
| Participant deferral / active EE | $4,518 | $5,257-14.1% | $5,287-14.6% | $3,224+40.1% |
| Admin fee / account holder | $10 | $86-88.7% | $5,943-99.8% | $110-91.2% |