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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,491 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $31,472 | $70,002-55.0% | $115,038-72.6% | $52,331-39.9% |
| Participation rate | 86.6% | 72.1%+14.5pp | 81.4%+5.2pp | 68.1%+18.5pp |
| Annual return | -0.47% | 4.04%-4.5pp | 26.14%-26.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,306 | $2,715-51.9% | $4,608-71.6% | $1,882-30.6% |
| Participant deferral / active EE | $2,879 | $4,920-41.5% | $6,026-52.2% | $3,022-4.7% |
| Admin fee / account holder | $20 | $566-96.6% | $8,175-99.8% | $592-96.7% |