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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $34,227 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $24,378 |
ADP BROKER-DEALER4+ 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 | $37,492 | $48,261-22.3% | $68,612-45.4% | $55,725-32.7% |
| Participation rate | 56.7% | 71.0%-14.3pp | 72.2%-15.5pp | 70.9%-14.2pp |
| Annual return | -5.64% | -2.61%-3.0pp | -4.63%-1.0pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,251 | $1,742-28.2% | $2,625-52.3% | $2,078-39.8% |
| Participant deferral / active EE | $2,346 | $2,712-13.5% | $3,311-29.1% | $3,356-30.1% |
| Admin fee / account holder | $192 | $126+52.2% | $5,131-96.3% | $115+66.7% |