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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,641 | $60,165-44.1% | $74,184-54.7% | $55,167-39.0% |
| Participation rate | 95.0% | 74.2%+20.8pp | 76.6%+18.3pp | 69.0%+26.0pp |
| Annual return | -2.32% | 10.00%-12.3pp | 17.74%-20.1pp | 169.23%-171.5pp |
| Employer contribution / active EE | $942 | $1,600-41.1% | $2,370-60.3% | $1,963-52.0% |
| Participant deferral / active EE | $2,503 | $2,973-15.8% | $3,550-29.5% | $3,054-18.0% |
| Admin fee / account holder | $17 | $419-95.9% | $5,586-99.7% | $504-96.6% |