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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $55,151 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,260 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,270 | $71,142-2.6% | $119,622-42.1% | $64,819+6.9% |
| Participation rate | 92.5% | 78.6%+13.9pp | 79.3%+13.3pp | 71.5%+21.0pp |
| Annual return | -18.88% | -10.01%-8.9pp | -14.98%-3.9pp | 32.84%-51.7pp |
| Employer contribution / active EE | $9,356 | $2,497+274.6% | $4,232+121.1% | $2,507+273.2% |
| Participant deferral / active EE | $10,051 | $4,490+123.9% | $5,601+79.5% | $4,311+133.1% |
| Admin fee / account holder | $135 | $162-16.6% | $10,328-98.7% | $188-28.0% |