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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,845 |
ADP BROKER-DEALER2+ 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 | $36,015 | $75,183-52.1% | $123,894-70.9% | $55,167-34.7% |
| Participation rate | 89.0% | 72.8%+16.1pp | 81.4%+7.5pp | 69.0%+20.0pp |
| Annual return | 9.46% | 19.01%-9.5pp | 47.52%-38.1pp | 169.23%-159.8pp |
| Employer contribution / active EE | $1,326 | $2,823-53.0% | $4,617-71.3% | $1,963-32.4% |
| Participant deferral / active EE | $3,423 | $5,084-32.7% | $5,984-42.8% | $3,054+12.1% |
| Admin fee / account holder | $22 | $663-96.7% | $8,357-99.7% | $504-95.7% |