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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,779 |
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 | $30,304 | $56,640-46.5% | $80,977-62.6% | $57,658-47.4% |
| Participation rate | 94.1% | 75.9%+18.3pp | 75.8%+18.3pp | 70.2%+23.9pp |
| Annual return | 13.91% | 19.97%-6.1pp | 17.11%-3.2pp | 5.13%+8.8pp |
| Employer contribution / active EE | $2,417 | $2,085+15.9% | $3,715-34.9% | $1,974+22.5% |
| Participant deferral / active EE | $5,906 | $4,944+19.5% | $5,696+3.7% | $3,061+93.0% |
| Admin fee / account holder | $15 | $87-82.4% | $5,517-99.7% | $95-83.8% |