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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $37,971 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,605 |
ADP BROKER-DEALER3+ 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 | $62,782 | $59,535+5.5% | $90,161-30.4% | $62,293+0.8% |
| Participation rate | 61.4% | 73.0%-11.6pp | 76.9%-15.4pp | 69.5%-8.1pp |
| Annual return | 17.23% | 23.53%-6.3pp | 34.89%-17.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,153 | $1,826+17.9% | $3,318-35.1% | $2,042+5.4% |
| Participant deferral / active EE | $4,451 | $4,639-4.0% | $5,287-15.8% | $3,169+40.5% |
| Admin fee / account holder | $20 | $337-94.0% | $5,943-99.7% | $479-95.8% |