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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $99,427 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,475 |
ADP BROKER-DEALER2+ 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 | $40,805 | $107,378-62.0% | $108,582-62.4% | $57,658-29.2% |
| Participation rate | 71.6% | 77.1%-5.5pp | 79.6%-8.0pp | 70.2%+1.4pp |
| Annual return | 8.44% | 12.80%-4.4pp | -51.70%+60.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $1,698 | $1,782-4.7% | $3,758-54.8% | $1,974-13.9% |
| Participant deferral / active EE | $3,642 | $3,221+13.1% | $4,311-15.5% | $3,061+19.0% |
| Admin fee / account holder | $10 | $108-90.5% | $7,645-99.9% | $95-89.1% |