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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,115 |
ADP BROKER-DEALER2 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 | $68,978 | $89,652-23.1% | $141,197-51.1% | $65,186+5.8% |
| Participation rate | 85.4% | 74.7%+10.7pp | 82.5%+3.0pp | 70.2%+15.2pp |
| Annual return | 24.32% | 32.79%-8.5pp | 71.41%-47.1pp | 29.39%-5.1pp |
| Employer contribution / active EE | $3,850 | $3,065+25.6% | $4,736-18.7% | $2,177+76.9% |
| Participant deferral / active EE | $9,731 | $5,691+71.0% | $6,710+45.0% | $3,514+176.9% |
| Admin fee / account holder | $9 | $569-98.5% | $10,265-99.9% | $847-99.0% |