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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $920 |
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 | $140,683 | $89,739+56.8% | $149,721-6.0% | $62,293+125.8% |
| Participation rate | 98.8% | 85.1%+13.6pp | 87.1%+11.7pp | 69.5%+29.2pp |
| Annual return | 17.47% | 21.01%-3.5pp | 1501.67%-1484.2pp | 28.90%-11.4pp |
| Employer contribution / active EE | $6,456 | $3,233+99.7% | $5,444+18.6% | $2,042+216.1% |
| Participant deferral / active EE | $13,373 | $4,797+178.8% | $6,568+103.6% | $3,169+322.0% |
| Admin fee / account holder | $4 | $551-99.3% | $11,282-100.0% | $479-99.1% |