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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,163 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $26,912 | $43,504-38.1% | $68,612-60.8% | $56,289-52.2% |
| Participation rate | 82.7% | 67.8%+14.9pp | 72.2%+10.5pp | 69.9%+12.9pp |
| Annual return | -6.22% | -3.15%-3.1pp | -4.63%-1.6pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,077 | $1,525-29.4% | $2,625-59.0% | $2,111-49.0% |
| Participant deferral / active EE | $2,336 | $2,509-6.9% | $3,311-29.4% | $3,350-30.3% |
| Admin fee / account holder | $32 | $515-93.8% | $5,131-99.4% | $521-93.9% |