Filed April 27, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,033 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $51,597 | $89,739-42.5% | $149,721-65.5% | $62,293-17.2% |
| Participation rate | 84.7% | 85.1%-0.4pp | 87.1%-2.4pp | 69.5%+15.2pp |
| Annual return | 13.34% | 21.01%-7.7pp | 1501.67%-1488.3pp | 28.90%-15.6pp |
| Employer contribution / active EE | $3,421 | $3,233+5.8% | $5,444-37.2% | $2,042+67.5% |
| Participant deferral / active EE | $1,947 | $4,797-59.4% | $6,568-70.4% | $3,169-38.6% |
| Admin fee / account holder | $22 | $551-96.0% | $11,282-99.8% | $479-95.4% |