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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,419 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $99,038 | $78,428+26.3% | $95,960+3.2% | $79,852+24.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.70% | 19.37%-4.7pp | 91.63%-76.9pp | 31.72%-17.0pp |
| Employer contribution / active EE | $2,943 | $1,945+51.3% | $2,541+15.8% | $2,471+19.1% |
| Participant deferral / active EE | $4,328 | $3,440+25.8% | $4,167+3.9% | $3,740+15.7% |
| Admin fee / account holder | $280 | $5,622-95.0% | $6,797-95.9% | $5,306-94.7% |