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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $33,417 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,915 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,461 | $104,479-33.5% | $159,474-56.4% | $79,391-12.5% |
| Participation rate | 77.2% | 76.6%+0.5pp | 82.8%-5.7pp | 70.7%+6.4pp |
| Annual return | 29.94% | 67.98%-38.0pp | 263.68%-233.7pp | 116.88%-86.9pp |
| Employer contribution / active EE | $5,057 | $3,417+48.0% | $4,831+4.7% | $2,428+108.3% |
| Participant deferral / active EE | $9,875 | $6,468+52.7% | $7,353+34.3% | $4,046+144.1% |
| Admin fee / account holder | $281 | $711-60.5% | $10,802-97.4% | $627-55.2% |