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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,228 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $56,471 | $53,925+4.7% | $75,501-25.2% | $69,631-18.9% |
| Participation rate | 88.7% | 71.2%+17.5pp | 72.4%+16.3pp | 70.7%+18.0pp |
| Annual return | 22.03% | 17.84%+4.2pp | 27.35%-5.3pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $5,709 | $1,802+216.8% | $2,352+142.7% | $2,032+180.9% |
| Participant deferral / active EE | $6,176 | $2,569+140.4% | $3,142+96.5% | $3,224+91.6% |
| Admin fee / account holder | $24 | $97-75.8% | $5,801-99.6% | $110-78.7% |