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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,109 |
ADP BROKER-DEALER1 year 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 | $58,821 | $80,753-27.2% | $136,298-56.8% | $62,293-5.6% |
| Participation rate | 96.8% | 73.5%+23.2pp | 81.9%+14.9pp | 69.5%+27.3pp |
| Annual return | 19.26% | 35.83%-16.6pp | 5156.27%-5137.0pp | 28.90%-9.6pp |
| Employer contribution / active EE | $941 | $2,884-67.4% | $4,696-80.0% | $2,042-53.9% |
| Participant deferral / active EE | $4,129 | $5,164-20.0% | $6,247-33.9% | $3,169+30.3% |
| Admin fee / account holder | $104 | $525-80.1% | $9,244-98.9% | $479-78.2% |