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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,680 |
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 | $63,289 | $59,535+6.3% | $90,161-29.8% | $62,293+1.6% |
| Participation rate | 85.1% | 73.0%+12.0pp | 76.9%+8.2pp | 69.5%+15.6pp |
| Annual return | 17.42% | 23.53%-6.1pp | 34.89%-17.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $2,445 | $1,826+33.9% | $3,318-26.3% | $2,042+19.7% |
| Participant deferral / active EE | $3,497 | $4,639-24.6% | $5,287-33.9% | $3,169+10.4% |
| Admin fee / account holder | $98 | $337-70.9% | $5,943-98.3% | $479-79.5% |