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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $13,590 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,328 |
ADP BROKER-DEALER8 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 | $53,154 | $76,112-30.2% | $96,544-44.9% | $71,529-25.7% |
| Participation rate | 92.3% | 74.4%+17.9pp | 76.0%+16.3pp | 67.9%+24.4pp |
| Annual return | 16.62% | 22.80%-6.2pp | 25.88%-9.3pp | 28.97%-12.4pp |
| Employer contribution / active EE | $624 | $2,248-72.3% | $2,966-79.0% | $2,590-75.9% |
| Participant deferral / active EE | $3,898 | $4,217-7.6% | $4,851-19.7% | $4,291-9.2% |
| Admin fee / account holder | $143 | $2,708-94.7% | $8,254-98.3% | $1,588-91.0% |