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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: HILLIARD LYONS Service code 49 10200 FOREST GREEN BLVD · LOUISVILLE, KY 40223 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,336 | $23,385+38.3% | $69,182-53.3% | $57,658-43.9% |
| Participation rate | 32.1% | 37.9%-5.8pp | 55.1%-23.0pp | 70.2%-38.1pp |
| Annual return | 8.17% | -659.34%+667.5pp | -21.93%+30.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $628 | $422+48.6% | $1,206-48.0% | $1,974-68.2% |
| Participant deferral / active EE | $1,208 | $843+43.3% | $1,897-36.3% | $3,061-60.5% |
| Admin fee / account holder | $2 | $82-97.0% | $2,697-99.9% | $95-97.4% |