Filed March 6, 2024 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,187 |
ADP BROKER-DEALER1 year 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 | $51,742 | $87,834-41.1% | $133,975-61.4% | $62,881-17.7% |
| Participation rate | 94.0% | 83.4%+10.6pp | 87.1%+6.9pp | 69.3%+24.7pp |
| Annual return | 6.25% | 12.05%-5.8pp | 29.29%-23.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,081 | $3,482-69.0% | $5,211-79.3% | $2,281-52.6% |
| Participant deferral / active EE | $3,271 | $4,812-32.0% | $6,282-47.9% | $3,203+2.1% |
| Admin fee / account holder | $21 | $5,372-99.6% | $9,324-99.8% | $4,296-99.5% |