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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $15,464 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,285 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,911 | $79,223-24.4% | $102,460-41.5% | $74,478-19.6% |
| Participation rate | 91.3% | 74.8%+16.6pp | 76.5%+14.8pp | 67.2%+24.1pp |
| Annual return | 12.81% | 54.98%-42.2pp | 29.47%-16.7pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $609 | $2,363-74.2% | $3,025-79.9% | $2,626-76.8% |
| Participant deferral / active EE | $3,858 | $4,417-12.7% | $5,056-23.7% | $4,350-11.3% |
| Admin fee / account holder | $167 | $2,003-91.6% | $9,460-98.2% | $1,946-91.4% |