Filed September 5, 2025 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,461 |
ADP BROKER-DEALER3+ 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 | $93,205 | $69,305+34.5% | $82,312+13.2% | $69,634+33.9% |
| Participation rate | 97.2% | 80.3%+17.0pp | 76.9%+20.3pp | 70.7%+26.5pp |
| Annual return | 19.64% | 21.47%-1.8pp | 25.88%-6.2pp | 27572.26%-27552.6pp |
| Employer contribution / active EE | $3,851 | $1,887+104.2% | $2,428+58.6% | $2,032+89.5% |
| Participant deferral / active EE | $6,275 | $3,568+75.8% | $3,706+69.3% | $3,224+94.6% |
| Admin fee / account holder | $6 | $97-94.2% | $5,608-99.9% | $110-94.9% |