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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,035 |
ADP BROKER-DEALER2+ 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 | $119,840 | $74,089+61.8% | $133,975-10.6% | $55,167+117.2% |
| Participation rate | 98.1% | 84.3%+13.8pp | 87.1%+11.0pp | 69.0%+29.1pp |
| Annual return | 9.43% | 12.11%-2.7pp | 29.29%-19.9pp | 169.23%-159.8pp |
| Employer contribution / active EE | $4,615 | $3,064+50.7% | $5,211-11.4% | $1,963+135.2% |
| Participant deferral / active EE | $12,497 | $4,678+167.2% | $6,282+98.9% | $3,054+309.2% |
| Admin fee / account holder | $5 | $458-98.9% | $9,324-99.9% | $504-99.0% |