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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $67,907 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,692 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $39,824 | $76,551-48.0% | $123,894-67.9% | $62,881-36.7% |
| Participation rate | 37.0% | 73.0%-35.9pp | 81.4%-44.4pp | 69.3%-32.3pp |
| Annual return | 6.85% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $31,660 | $2,882+998.4% | $4,617+585.8% | $2,281+1288.0% |
| Participant deferral / active EE | $69,137 | $4,840+1328.5% | $5,984+1055.3% | $3,203+2058.5% |
| Admin fee / account holder | $15 | $4,826-99.7% | $8,357-99.8% | $4,296-99.7% |