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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,806 |
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 | $52,250 | $54,237-3.7% | $90,304-42.1% | $67,579-22.7% |
| Participation rate | 96.6% | 68.6%+28.0pp | 73.3%+23.4pp | 71.3%+25.4pp |
| Annual return | 23.65% | 37.27%-13.6pp | 78.13%-54.5pp | 378.56%-354.9pp |
| Employer contribution / active EE | $961 | $1,846-47.9% | $2,855-66.3% | $2,148-55.2% |
| Participant deferral / active EE | $2,736 | $2,625+4.2% | $3,885-29.6% | $3,539-22.7% |
| Admin fee / account holder | $219 | $123+77.2% | $5,354-95.9% | $142+53.7% |