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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 54-1953476 | Recordkeeping | $8,800 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,309 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,917 | $78,607-54.3% | $105,624-66.0% | $74,478-51.8% |
| Participation rate | 93.8% | 72.8%+21.0pp | 75.3%+18.5pp | 67.2%+26.6pp |
| Annual return | 19.17% | 15.96%+3.2pp | 116.20%-97.0pp | 1370.56%-1351.4pp |
| Employer contribution / active EE | $682 | $2,523-73.0% | $3,168-78.5% | $2,626-74.0% |
| Participant deferral / active EE | $2,194 | $4,325-49.3% | $5,013-56.2% | $4,350-49.6% |
| Admin fee / account holder | $44 | $2,220-98.0% | $10,961-99.6% | $1,946-97.8% |