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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,954 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $33,912 | $100,801-66.4% | $149,715-77.3% | $73,412-53.8% |
| Participation rate | 95.2% | 77.7%+17.5pp | 82.5%+12.7pp | 72.2%+23.0pp |
| Annual return | 15.12% | 265.34%-250.2pp | 276.66%-261.5pp | 59.30%-44.2pp |
| Employer contribution / active EE | $910 | $3,312-72.5% | $4,645-80.4% | $2,234-59.3% |
| Participant deferral / active EE | $5,816 | $6,404-9.2% | $6,842-15.0% | $3,806+52.8% |
| Admin fee / account holder | $43 | $181-76.2% | $9,310-99.5% | $158-72.7% |