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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $48,756 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $650 |
ADP BROKER-DEALER1+ 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 | $60,784 | $88,324-31.2% | $115,038-47.2% | $55,191+10.1% |
| Participation rate | 50.2% | 72.5%-22.3pp | 81.4%-31.2pp | 69.2%-19.0pp |
| Annual return | 0.30% | 6.30%-6.0pp | 26.14%-25.8pp | 10.78%-10.5pp |
| Employer contribution / active EE | $449 | $2,805-84.0% | $4,608-90.3% | $1,899-76.4% |
| Participant deferral / active EE | $3,216 | $5,042-36.2% | $6,026-46.6% | $3,046+5.6% |
| Admin fee / account holder | $4 | $105-96.6% | $8,175-100.0% | $91-96.0% |