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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,442 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $30,705 | $100,801-69.5% | $149,730-79.5% | $73,412-58.2% |
| Participation rate | 93.8% | 77.7%+16.1pp | 82.5%+11.3pp | 72.2%+21.7pp |
| Annual return | 21.23% | 265.34%-244.1pp | 276.70%-255.5pp | 59.30%-38.1pp |
| Employer contribution / active EE | $2,062 | $3,312-37.7% | $4,645-55.6% | $2,234-7.7% |
| Participant deferral / active EE | $7,164 | $6,404+11.9% | $6,843+4.7% | $3,806+88.2% |
| Admin fee / account holder | $5 | $181-97.5% | $9,310-100.0% | $158-97.1% |