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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $42 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,817 | $48,261+1.2% | $68,793-29.0% | $55,725-12.4% |
| Participation rate | 95.1% | 71.0%+24.1pp | 72.2%+22.9pp | 70.9%+24.3pp |
| Annual return | -7.01% | -2.61%-4.4pp | -4.63%-2.4pp | 244.93%-251.9pp |
| Employer contribution / active EE | $6,897 | $1,742+295.9% | $2,625+162.7% | $2,078+231.9% |
| Participant deferral / active EE | $6,001 | $2,712+121.3% | $3,311+81.2% | $3,356+78.8% |
| Admin fee / account holder | $0 | $126-100.0% | $5,131-100.0% | $115-100.0% |