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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $65,734 |
ADP BROKER-DEALER4+ years 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 | $66,301 | $65,223+1.7% | $80,022-17.1% | $55,725+19.0% |
| Participation rate | 99.5% | 80.6%+19.0pp | 75.8%+23.7pp | 70.9%+28.7pp |
| Annual return | -5.76% | 7.59%-13.3pp | 11.22%-17.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $2,751 | $2,544+8.1% | $2,468+11.4% | $2,078+32.4% |
| Participant deferral / active EE | $6,092 | $3,881+57.0% | $3,686+65.3% | $3,356+81.5% |
| Admin fee / account holder | $139 | $114+21.8% | $6,521-97.9% | $115+20.8% |