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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 2040 MAIN STREET · IRVINE, CA 92614 | 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 | $118,191 | $58,895+100.7% | $178,503-33.8% | $73,497+60.8% |
| Participation rate | 65.7% | 66.2%-0.5pp | 81.9%-16.2pp | 70.7%-4.9pp |
| Annual return | 23.73% | 24.86%-1.1pp | 151.12%-127.4pp | 28.51%-4.8pp |
| Employer contribution / active EE | $401 | $2,236-82.1% | $5,011-92.0% | $2,270-82.3% |
| Participant deferral / active EE | $4,658 | $2,567+81.5% | $5,202-10.5% | $3,740+24.6% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |