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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,670 |
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 | $115,229 | $64,359+79.0% | $90,161+27.8% | $70,126+64.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.35% | 28.13%-9.8pp | 34.89%-16.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $2,903 | $2,046+41.9% | $3,318-12.5% | $2,343+23.9% |
| Participant deferral / active EE | $10,473 | $4,389+138.6% | $5,287+98.1% | $3,332+214.3% |
| Admin fee / account holder | $13 | $3,945-99.7% | $5,943-99.8% | $4,645-99.7% |