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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,283 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 201 S BISCAYNE BLVD SUITE 2000 · MIAMI, FL 33131 | 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 | $36,518 | $63,924-42.9% | $108,582-66.4% | $55,167-33.8% |
| Participation rate | 73.4% | 74.3%-1.0pp | 79.6%-6.2pp | 69.0%+4.4pp |
| Annual return | 7.96% | 15.31%-7.4pp | -51.70%+59.7pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,726 | $1,879-8.1% | $3,758-54.1% | $1,963-12.0% |
| Participant deferral / active EE | $2,873 | $3,067-6.3% | $4,311-33.4% | $3,054-5.9% |
| Admin fee / account holder | $42 | $618-93.3% | $7,645-99.5% | $504-91.7% |