Filed September 5, 2025 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,635 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,966 | $63,905+40.8% | $74,184+21.3% | $57,661+56.0% |
| Participation rate | 96.4% | 79.8%+16.7pp | 76.6%+19.8pp | 70.2%+26.2pp |
| Annual return | 5.87% | 60.60%-54.7pp | 17.74%-11.9pp | 5.13%+0.7pp |
| Employer contribution / active EE | $4,930 | $1,840+167.9% | $2,370+108.0% | $1,974+149.8% |
| Participant deferral / active EE | $8,058 | $3,448+133.7% | $3,550+127.0% | $3,061+163.3% |
| Admin fee / account holder | $7 | $91-92.0% | $5,586-99.9% | $95-92.3% |