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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ 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 | $73,299 | $58,726+24.8% | $92,240-20.5% | $62,293+17.7% |
| Participation rate | 89.9% | 68.3%+21.6pp | 76.5%+13.4pp | 69.5%+20.4pp |
| Annual return | 16.05% | 43.62%-27.6pp | 176.29%-160.2pp | 28.90%-12.8pp |
| Employer contribution / active EE | $5,132 | $2,392+114.6% | $3,680+39.5% | $2,042+151.3% |
| Participant deferral / active EE | $5,675 | $2,766+105.2% | $3,897+45.6% | $3,169+79.1% |
| Admin fee / account holder | $13 | $556-97.6% | $5,194-99.7% | $479-97.2% |