Filed April 26, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 86-3753384 | Recordkeeping | $28,653 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,839 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,072 | $102,661-52.2% | $151,639-67.6% | $66,938-26.7% |
| Participation rate | 96.5% | 85.5%+11.0pp | 87.5%+9.0pp | 69.8%+26.7pp |
| Annual return | -17.02% | -10.81%-6.2pp | 3.34%-20.4pp | 1.58%-18.6pp |
| Employer contribution / active EE | $4,260 | $4,184+1.8% | $6,165-30.9% | $2,545+67.4% |
| Participant deferral / active EE | $4,910 | $6,645-26.1% | $8,363-41.3% | $4,238+15.9% |
| Admin fee / account holder | $121 | $630-80.8% | $11,613-99.0% | $594-79.6% |