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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $29,478 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,787 |
ADP BROKER-DEALER5+ 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 | $26,620 | $50,666-47.5% | $76,667-65.3% | $65,186-59.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 19.86% | 28.51%-8.7pp | 1166.74%-1146.9pp | 29.39%-9.5pp |
| Employer contribution / active EE | $1,286 | $1,575-18.4% | $2,303-44.2% | $2,177-40.9% |
| Participant deferral / active EE | $2,557 | $2,647-3.4% | $3,336-23.3% | $3,514-27.2% |
| Admin fee / account holder | $31 | $463-93.3% | $6,423-99.5% | $847-96.3% |