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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,285 |
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 | $57,299 | $59,328-3.4% | $118,914-51.8% | $73,497-22.0% |
| Participation rate | 95.8% | 62.3%+33.5pp | 75.4%+20.4pp | 70.7%+25.2pp |
| Annual return | 15.31% | 19.13%-3.8pp | 35.89%-20.6pp | 28.51%-13.2pp |
| Employer contribution / active EE | $3,423 | $1,803+89.8% | $3,264+4.9% | $2,270+50.8% |
| Participant deferral / active EE | $4,790 | $2,604+83.9% | $4,266+12.3% | $3,740+28.1% |
| Admin fee / account holder | $87 | $600-85.4% | $6,582-98.7% | $513-83.0% |