| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,031 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $291,782 | $89,739+225.1% | $149,721+94.9% | $62,293+368.4% |
| Participation rate | 98.3% | 85.1%+13.2pp | 87.1%+11.3pp | 69.5%+28.8pp |
| Annual return | 19.52% | 21.01%-1.5pp | 1501.67%-1482.2pp | 28.90%-9.4pp |
| Employer contribution / active EE | $18,202 | $3,233+463.0% | $5,444+234.3% | $2,042+791.3% |
| Participant deferral / active EE | $12,320 | $4,797+156.8% | $6,568+87.6% | $3,169+288.8% |
| Admin fee / account holder | $8 | $551-98.5% | $11,282-99.9% | $479-98.3% |