Filed July 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 72-1532319 | Recordkeeping | $37,377 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,397 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,734 | $93,010-76.6% | $96,520-77.5% | $74,440-70.8% |
| Participation rate | 85.3% | 71.6%+13.7pp | 74.3%+10.9pp | 70.7%+14.5pp |
| Annual return | 12.96% | 37.50%-24.5pp | 35.72%-22.8pp | 34.37%-21.4pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $3,739-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,717 | $3,971-6.4% | $4,879-23.8% | $4,529-17.9% |
| Admin fee / account holder | $110 | $633-82.7% | $6,733-98.4% | $348-68.5% |