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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $27,320 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $850 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,508 | $48,313+21.1% | $73,309-20.2% | $52,331+11.8% |
| Participation rate | 51.4% | 68.6%-17.2pp | 74.9%-23.6pp | 68.1%-16.8pp |
| Annual return | 22.51% | 3.85%+18.7pp | 5.67%+16.8pp | 4.54%+18.0pp |
| Employer contribution / active EE | $1,752 | $1,661+5.4% | $3,237-45.9% | $1,882-6.9% |
| Participant deferral / active EE | $3,916 | $4,189-6.5% | $4,991-21.5% | $3,022+29.6% |
| Admin fee / account holder | $9 | $404-97.7% | $5,635-99.8% | $592-98.4% |