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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $40,374 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,546 | $50,106-31.1% | $69,779-50.5% | $57,658-40.1% |
| Participation rate | 58.8% | 70.9%-12.0pp | 71.8%-13.0pp | 70.2%-11.4pp |
| Annual return | 7.97% | 14.58%-6.6pp | 12.99%-5.0pp | 5.13%+2.8pp |
| Employer contribution / active EE | $1,131 | $1,739-34.9% | $2,338-51.6% | $1,974-42.7% |
| Participant deferral / active EE | $2,125 | $2,486-14.5% | $2,931-27.5% | $3,061-30.6% |
| Admin fee / account holder | $0 | $89-100.0% | $4,381-100.0% | $95-100.0% |