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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $96,366 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,080 |
ADP BROKER-DEALER3+ 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 | $68,243 | $75,284-9.4% | $91,004-25.0% | $69,631-2.0% |
| Participation rate | 90.0% | 80.4%+9.6pp | 75.6%+14.4pp | 70.7%+19.3pp |
| Annual return | 17.61% | 48.40%-30.8pp | 4.60%+13.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $3,198 | $2,473+29.3% | $2,456+30.2% | $2,032+57.4% |
| Participant deferral / active EE | $5,241 | $3,700+41.7% | $3,548+47.7% | $3,224+62.6% |
| Admin fee / account holder | $50 | $111-55.1% | $5,417-99.1% | $110-55.1% |