Filed September 5, 2025 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,578 |
ADP BROKER-DEALER1+ years 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 | $83,245 | $72,770+14.4% | $67,652+23.0% | $55,191+50.8% |
| Participation rate | 96.0% | 78.8%+17.2pp | 75.7%+20.3pp | 69.2%+26.8pp |
| Annual return | 1.75% | -3.26%+5.0pp | 6625.40%-6623.6pp | 10.78%-9.0pp |
| Employer contribution / active EE | $4,919 | $1,769+178.0% | $2,266+117.1% | $1,899+159.1% |
| Participant deferral / active EE | $7,873 | $3,408+131.0% | $3,560+121.2% | $3,046+158.4% |
| Admin fee / account holder | $6 | $79-92.7% | $4,821-99.9% | $91-93.7% |