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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,575 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $67,677 | $66,319+2.0% | $93,621-27.7% | $65,186+3.8% |
| Participation rate | 78.6% | 74.0%+4.6pp | 75.8%+2.7pp | 70.2%+8.4pp |
| Annual return | 22.73% | 42.59%-19.9pp | 32.76%-10.0pp | 29.39%-6.7pp |
| Employer contribution / active EE | $2,197 | $2,013+9.2% | $2,719-19.2% | $2,177+0.9% |
| Participant deferral / active EE | $6,567 | $3,343+96.4% | $4,070+61.4% | $3,514+86.9% |
| Admin fee / account holder | $13 | $6,900-99.8% | $7,890-99.8% | $847-98.5% |