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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $17,051 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,814 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,263 | $58,888-63.9% | $178,499-88.1% | $73,493-71.1% |
| Participation rate | 92.9% | 66.2%+26.7pp | 81.9%+11.0pp | 70.7%+22.2pp |
| Annual return | 10.53% | 24.86%-14.3pp | 151.10%-140.6pp | 28.51%-18.0pp |
| Employer contribution / active EE | $287 | $2,236-87.2% | $5,011-94.3% | $2,270-87.4% |
| Participant deferral / active EE | $3,260 | $2,568+27.0% | $5,202-37.3% | $3,740-12.8% |
| Admin fee / account holder | $5 | $400-98.7% | $13,986-100.0% | $513-99.0% |