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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $56,896 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,705 |
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 | $47,178 | $107,378-56.1% | $108,582-56.6% | $57,658-18.2% |
| Participation rate | 48.2% | 77.1%-28.9pp | 79.6%-31.3pp | 70.2%-22.0pp |
| Annual return | 9.58% | 12.80%-3.2pp | -51.70%+61.3pp | 5.13%+4.4pp |
| Employer contribution / active EE | $541 | $1,782-69.6% | $3,758-85.6% | $1,974-72.6% |
| Participant deferral / active EE | $3,548 | $3,221+10.2% | $4,311-17.7% | $3,061+15.9% |
| Admin fee / account holder | $8 | $108-93.0% | $7,645-99.9% | $95-91.9% |