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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $63,198 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,313 |
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 | $52,457 | $71,666-26.8% | $117,861-55.5% | $69,631-24.7% |
| Participation rate | 51.5% | 77.5%-26.0pp | 79.7%-28.1pp | 70.7%-19.1pp |
| Annual return | 17.55% | 18.86%-1.3pp | 335.11%-317.6pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $649 | $1,889-65.6% | $3,786-82.9% | $2,032-68.0% |
| Participant deferral / active EE | $3,679 | $3,340+10.2% | $4,482-17.9% | $3,224+14.1% |
| Admin fee / account holder | $5 | $120-95.5% | $8,021-99.9% | $110-95.1% |