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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 82-1889221 | Recordkeeping | $31,084 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $750 |
ADP BROKER-DEALER4+ 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 | $79,904 | $77,816+2.7% | $123,552-35.3% | $64,173+24.5% |
| Participation rate | 84.1% | 74.7%+9.4pp | 82.3%+1.8pp | 69.6%+14.5pp |
| Annual return | -4.83% | 12.49%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,180 | $3,014+5.5% | $4,628-31.3% | $2,381+33.6% |
| Participant deferral / active EE | $8,658 | $5,240+65.2% | $6,426+34.7% | $3,470+149.5% |
| Admin fee / account holder | $209 | $5,519-96.2% | $9,285-97.7% | $4,887-95.7% |