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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $48,000 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,390 |
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 | $45,406 | $61,214-25.8% | $83,322-45.5% | $56,287-19.3% |
| Participation rate | 74.1% | 72.6%+1.5pp | 77.8%-3.7pp | 69.9%+4.2pp |
| Annual return | 9.49% | 0.42%+9.1pp | 10.64%-1.2pp | -9.96%+19.4pp |
| Employer contribution / active EE | $1,955 | $1,925+1.5% | $3,379-42.1% | $2,111-7.4% |
| Participant deferral / active EE | $3,814 | $5,091-25.1% | $5,565-31.5% | $3,350+13.9% |
| Admin fee / account holder | $11 | $512-97.9% | $7,540-99.9% | $521-97.9% |