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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,000 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,892 | $81,870-45.2% | $119,622-62.5% | $68,486-34.5% |
| Participation rate | 78.7% | 71.9%+6.8pp | 79.3%-0.5pp | 67.9%+10.8pp |
| Annual return | -11.60% | -23.82%+12.2pp | -14.98%+3.4pp | -7.85%-3.7pp |
| Employer contribution / active EE | $466 | $2,692-82.7% | $4,232-89.0% | $2,597-82.0% |
| Participant deferral / active EE | $3,490 | $4,148-15.9% | $5,601-37.7% | $4,028-13.4% |
| Admin fee / account holder | $18 | $6,583-99.7% | $10,328-99.8% | $5,404-99.7% |