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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $45,892 |
ADP BROKER-DEALER3+ 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 | $38,326 | $53,925-28.9% | $75,501-49.2% | $69,631-45.0% |
| Participation rate | 57.3% | 71.2%-13.9pp | 72.4%-15.1pp | 70.7%-13.4pp |
| Annual return | 19.49% | 17.84%+1.7pp | 27.35%-7.9pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $1,177 | $1,802-34.7% | $2,352-49.9% | $2,032-42.1% |
| Participant deferral / active EE | $2,141 | $2,569-16.7% | $3,142-31.9% | $3,224-33.6% |
| Admin fee / account holder | $0 | $97-100.0% | $5,801-100.0% | $110-100.0% |