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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $44,550 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,050 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,667 | $86,225-13.4% | $146,685-49.1% | $86,813-14.0% |
| Participation rate | 93.3% | 78.0%+15.3pp | 80.1%+13.2pp | 72.3%+21.0pp |
| Annual return | 18.41% | 31.23%-12.8pp | 22.75%-4.3pp | 97.93%-79.5pp |
| Employer contribution / active EE | $8,521 | $2,392+256.2% | $4,137+106.0% | $2,406+254.2% |
| Participant deferral / active EE | $8,865 | $4,245+108.8% | $5,507+61.0% | $4,131+114.6% |
| Admin fee / account holder | $120 | $195-38.5% | $10,281-98.8% | $170-29.2% |