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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,340 |
ADP BROKER-DEALER4+ 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 | $103,867 | $58,587+77.3% | $83,322+24.7% | $64,173+61.9% |
| Participation rate | 97.5% | 72.0%+25.5pp | 77.8%+19.7pp | 69.6%+27.9pp |
| Annual return | -5.29% | 9.65%-14.9pp | 10.64%-15.9pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,794 | $2,098+33.2% | $3,379-17.3% | $2,381+17.4% |
| Participant deferral / active EE | $9,830 | $4,654+111.2% | $5,565+76.6% | $3,470+183.3% |
| Admin fee / account holder | $11 | $9,279-99.9% | $7,540-99.9% | $4,887-99.8% |