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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,780 |
ADP BROKER-DEALER5+ 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 | $114,803 | $65,376+75.6% | $87,104+31.8% | $65,185+76.1% |
| Participation rate | 92.5% | 75.3%+17.1pp | 76.9%+15.6pp | 70.2%+22.3pp |
| Annual return | 19.54% | 31.27%-11.7pp | 28.19%-8.7pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,601 | $1,822-12.2% | $2,521-36.5% | $2,177-26.5% |
| Participant deferral / active EE | $5,145 | $3,388+51.8% | $4,048+27.1% | $3,514+46.4% |
| Admin fee / account holder | $24 | $520-95.4% | $7,491-99.7% | $847-97.2% |