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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $90,765 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,718 |
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 | $68,636 | $66,302+3.5% | $110,243-37.7% | $56,289+21.9% |
| Participation rate | 98.6% | 74.9%+23.7pp | 79.8%+18.8pp | 69.9%+28.8pp |
| Annual return | -3.22% | -1.18%-2.0pp | 314.76%-318.0pp | -9.96%+6.7pp |
| Employer contribution / active EE | $2,295 | $2,047+12.1% | $3,827-40.0% | $2,111+8.7% |
| Participant deferral / active EE | $2,987 | $3,381-11.7% | $4,672-36.1% | $3,350-10.8% |
| Admin fee / account holder | $15 | $698-97.9% | $8,548-99.8% | $521-97.2% |